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 | $29,884 | $175,202-82.9% | $149,673-80.0% | $139,434-78.6% |
| Participation rate | 73.3% | 83.4%-10.0pp | 78.8%-5.4pp | 80.3%-7.0pp |
| Annual return | 64.64% | 166.71%-102.1pp | 134.42%-69.8pp | 372.94%-308.3pp |
| Employer contribution / active EE | $0 | $5,474-100.0% | $4,818-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $4,121 | $6,519-36.8% | $5,680-27.4% | $6,710-38.6% |
| Admin fee / account holder | $4,317 | $16,150-73.3% | $13,210-67.3% | $11,403-62.1% |