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 | $39,744 | $109,881-63.8% | $150,045-73.5% | $84,808-53.1% |
| Participation rate | 89.9% | 76.1%+13.8pp | 82.3%+7.6pp | 68.3%+21.6pp |
| Annual return | 53.10% | 28.25%+24.9pp | 62.55%-9.4pp | 40.90%+12.2pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $12,202 | $6,636+83.9% | $7,997+52.6% | $4,212+189.7% |
| Admin fee / account holder | $2,947 | $8,568-65.6% | $13,435-78.1% | $7,344-59.9% |