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 | $40,387 | $102,317-60.5% | $146,958-72.5% | $80,856-50.1% |
| Participation rate | 81.4% | 75.8%+5.6pp | 82.2%-0.8pp | 67.6%+13.8pp |
| Annual return | 16.85% | 134.76%-117.9pp | 418.34%-401.5pp | 35.59%-18.7pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $14,033 | $6,644+111.2% | $8,070+73.9% | $4,296+226.7% |
| Admin fee / account holder | $16,546 | $7,941+108.4% | $12,998+27.3% | $6,918+139.2% |