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 | $217,295 | $86,944+149.9% | $107,525+102.1% | $74,304+192.4% |
| Participation rate | 98.3% | 59.6%+38.8pp | 75.1%+23.2pp | 60.3%+38.0pp |
| Annual return | 52.63% | 23.52%+29.1pp | 181.32%-128.7pp | 29.43%+23.2pp |
| Employer contribution / active EE | $588 | $2,757-78.7% | $3,754-84.3% | $2,241-73.8% |
| Participant deferral / active EE | $0 | $3,554-100.0% | $5,116-100.0% | $3,767-100.0% |
| Admin fee / account holder | $320 | $3,727-91.4% | $8,919-96.4% | $2,969-89.2% |