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 | $24,499 | $93,571-73.8% | $135,903-82.0% | $75,163-67.4% |
| Participation rate | 93.8% | 75.2%+18.6pp | 81.9%+11.8pp | 67.2%+26.6pp |
| Annual return | 24.53% | 30.90%-6.4pp | 68.23%-43.7pp | 160.62%-136.1pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,856-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $11,789 | $6,404+84.1% | $7,758+52.0% | $4,125+185.8% |
| Admin fee / account holder | $968 | $6,975-86.1% | $10,762-91.0% | $5,651-82.9% |