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 3-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 | $22,112 | $80,717-72.6% | $154,803-85.7% | $84,808-73.9% |
| Participation rate | 73.3% | 66.8%+6.5pp | 78.1%-4.7pp | 68.3%+5.0pp |
| Annual return | 118.50% | 37.96%+80.5pp | 58.88%+59.6pp | 40.90%+77.6pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $5,429 | $3,303+64.4% | $5,540-2.0% | $4,212+28.9% |
| Admin fee / account holder | $653 | $6,746-90.3% | $14,329-95.4% | $7,344-91.1% |