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 4-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 | $20,156 | $105,126-80.8% | $94,646-78.7% | $139,434-85.5% |
| Participation rate | 79.2% | 82.4%-3.2pp | 80.8%-1.7pp | 80.3%-1.2pp |
| Annual return | 187.40% | 38.03%+149.4pp | 156.71%+30.7pp | 372.94%-185.5pp |
| Employer contribution / active EE | $0 | $4,106-100.0% | $3,672-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $6,837 | $7,599-10.0% | $7,418-7.8% | $6,710+1.9% |
| Admin fee / account holder | $1,024 | $8,984-88.6% | $7,231-85.8% | $11,403-91.0% |