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 | $34,671 | $177,572-80.5% | $154,803-77.6% | $142,382-75.6% |
| Participation rate | 79.2% | 82.1%-2.9pp | 78.1%+1.1pp | 80.1%-1.0pp |
| Annual return | 50.44% | 65.07%-14.6pp | 58.88%-8.4pp | 217.08%-166.6pp |
| Employer contribution / active EE | $0 | $4,810-100.0% | $4,305-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $11,706 | $6,272+86.6% | $5,540+111.3% | $6,507+79.9% |
| Admin fee / account holder | $1,739 | $16,786-89.6% | $14,329-87.9% | $12,624-86.2% |