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 | $22,226 | $93,571-76.2% | $135,903-83.6% | $75,163-70.4% |
| Participation rate | 85.5% | 75.2%+10.3pp | 81.9%+3.6pp | 67.2%+18.3pp |
| Annual return | 264.52% | 30.90%+233.6pp | 68.23%+196.3pp | 160.62%+103.9pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,856-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $7,484 | $6,404+16.9% | $7,758-3.5% | $4,125+81.4% |
| Admin fee / account holder | $2,153 | $6,975-69.1% | $10,762-80.0% | $5,651-61.9% |