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 7-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 | $43,014 | $78,926-45.5% | $136,749-68.5% | $84,808-49.3% |
| Participation rate | 96.0% | 62.2%+33.8pp | 72.1%+23.9pp | 68.3%+27.7pp |
| Annual return | 88.46% | 18.17%+70.3pp | 24.33%+64.1pp | 40.90%+47.6pp |
| Employer contribution / active EE | $0 | $2,134-100.0% | $3,400-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $11,999 | $3,168+278.7% | $4,692+155.7% | $4,212+184.9% |
| Admin fee / account holder | $1,885 | $6,369-70.4% | $11,386-83.4% | $7,344-74.3% |