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 | $7,932 | $53,516-85.2% | $126,539-93.7% | $84,808-90.6% |
| Participation rate | 85.2% | 58.2%+27.0pp | 69.8%+15.4pp | 68.3%+16.9pp |
| Annual return | 17.79% | 58.34%-40.5pp | 425.95%-408.2pp | 40.90%-23.1pp |
| Employer contribution / active EE | $0 | $1,535-100.0% | $3,674-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,682 | $2,671+37.9% | $4,083-9.8% | $4,212-12.6% |
| Admin fee / account holder | $958 | $4,497-78.7% | $6,065-84.2% | $7,344-87.0% |