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 6-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 | $35,480 | $100,773-64.8% | $88,946-60.1% | $142,382-75.1% |
| Participation rate | 81.0% | 74.3%+6.7pp | 68.8%+12.1pp | 80.1%+0.8pp |
| Annual return | 19.54% | 70.18%-50.6pp | 57.82%-38.3pp | 217.08%-197.5pp |
| Employer contribution / active EE | $0 | $2,918-100.0% | $2,555-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $14,106 | $5,230+169.7% | $4,581+207.9% | $6,507+116.8% |
| Admin fee / account holder | $8,789 | $9,693-9.3% | $8,261+6.4% | $12,624-30.4% |