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 | $27,290 | $68,346-60.1% | $94,646-71.2% | $75,163-63.7% |
| Participation rate | 97.6% | 76.1%+21.5pp | 80.8%+16.8pp | 67.2%+30.4pp |
| Annual return | 33.07% | 616.93%-583.9pp | 156.71%-123.6pp | 160.62%-127.6pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,672-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $15,417 | $6,537+135.8% | $7,418+107.8% | $4,125+273.7% |
| Admin fee / account holder | $3,606 | $5,326-32.3% | $7,231-50.1% | $5,651-36.2% |