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 | $42,792 | $79,013-45.8% | $100,391-57.4% | $74,495-42.6% |
| Participation rate | 91.1% | 79.5%+11.6pp | 81.5%+9.6pp | 67.2%+23.9pp |
| Annual return | 22.25% | 20.41%+1.8pp | 49.20%-27.0pp | 1364.94%-1342.7pp |
| Employer contribution / active EE | $0 | $3,021-100.0% | $3,942-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $14,984 | $7,760+93.1% | $8,082+85.4% | $4,346+244.8% |
| Admin fee / account holder | $574 | $1,320-56.5% | $7,899-92.7% | $1,942-70.5% |