See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,358 | $171,164-71.2% | $127,761-61.4% | $152,861-67.7% |
| Participation rate | 90.9% | 83.4%+7.5pp | 79.0%+11.9pp | 82.4%+8.5pp |
| Annual return | 20.30% | 23.54%-3.2pp | 26.14%-5.8pp | 345.32%-325.0pp |
| Employer contribution / active EE | $0 | $5,447-100.0% | $4,574-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,152 | $7,038-41.0% | $6,021-31.0% | $5,850-29.0% |
| Admin fee / account holder | $4,698 | $14,530-67.7% | $9,395-50.0% | $11,596-59.5% |