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 5-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 | $28,843 | $53,516-46.1% | $126,539-77.2% | $84,808-66.0% |
| Participation rate | 91.1% | 58.2%+32.8pp | 69.8%+21.3pp | 68.3%+22.8pp |
| Annual return | 24.06% | 58.34%-34.3pp | 425.95%-401.9pp | 40.90%-16.8pp |
| Employer contribution / active EE | $13 | $1,535-99.1% | $3,674-99.6% | $2,631-99.5% |
| Participant deferral / active EE | $14,918 | $2,671+458.6% | $4,083+265.4% | $4,212+254.2% |
| Admin fee / account holder | $2,084 | $4,497-53.7% | $6,065-65.6% | $7,344-71.6% |