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 | $18,919 | $57,281-67.0% | $86,612-78.2% | $75,163-74.8% |
| Participation rate | 95.3% | 63.2%+32.2pp | 71.7%+23.7pp | 67.2%+28.2pp |
| Annual return | 28.26% | 2670.75%-2642.5pp | 591.07%-562.8pp | 160.62%-132.4pp |
| Employer contribution / active EE | $0 | $2,314-100.0% | $3,022-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $9,223 | $3,318+178.0% | $4,438+107.8% | $4,125+123.6% |
| Admin fee / account holder | $1,275 | $4,112-69.0% | $5,614-77.3% | $5,651-77.4% |