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 4-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 | $23,044 | $70,669-67.4% | $169,368-86.4% | $75,163-69.3% |
| Participation rate | 89.2% | 64.8%+24.4pp | 77.1%+12.0pp | 67.2%+22.0pp |
| Annual return | 53.59% | 36.36%+17.2pp | 405.60%-352.0pp | 160.62%-107.0pp |
| Employer contribution / active EE | $0 | $2,211-100.0% | $4,013-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $10,535 | $4,311+144.4% | $6,221+69.3% | $4,125+155.4% |
| Admin fee / account holder | $2,792 | $5,402-48.3% | $9,003-69.0% | $5,651-50.6% |