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 | $64,055 | $65,409-2.1% | $98,442-34.9% | $85,850-25.4% |
| Participation rate | 89.2% | 65.0%+24.2pp | 73.3%+15.9pp | 69.3%+19.9pp |
| Annual return | 12.90% | 21.76%-8.9pp | 1492.73%-1479.8pp | 318.53%-305.6pp |
| Employer contribution / active EE | $67 | $2,168-96.9% | $2,960-97.7% | $2,565-97.4% |
| Participant deferral / active EE | $2,610 | $3,166-17.6% | $4,276-39.0% | $3,952-34.0% |
| Admin fee / account holder | $10,874 | $4,593+136.8% | $5,949+82.8% | $6,260+73.7% |