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 6-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 | $26,599 | $83,902-68.3% | $167,512-84.1% | $84,808-68.6% |
| Participation rate | 84.6% | 66.5%+18.2pp | 77.1%+7.6pp | 68.3%+16.3pp |
| Annual return | 42.65% | 91.55%-48.9pp | 1615.79%-1573.1pp | 40.90%+1.8pp |
| Employer contribution / active EE | $306 | $2,264-86.5% | $3,882-92.1% | $2,631-88.4% |
| Participant deferral / active EE | $2,776 | $4,442-37.5% | $6,405-56.7% | $4,212-34.1% |
| Admin fee / account holder | $928 | $7,915-88.3% | $9,769-90.5% | $7,344-87.4% |