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 | $31,214 | $58,208-46.4% | $81,812-61.8% | $80,856-61.4% |
| Participation rate | 95.3% | 63.4%+31.9pp | 72.3%+23.0pp | 67.6%+27.7pp |
| Annual return | 35.34% | 41.66%-6.3pp | 773.79%-738.5pp | 35.59%-0.3pp |
| Employer contribution / active EE | $0 | $2,340-100.0% | $2,912-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $12,667 | $3,281+286.1% | $4,319+193.3% | $4,296+194.9% |
| Admin fee / account holder | $2,279 | $4,981-54.3% | $7,386-69.1% | $6,918-67.1% |