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 | $92,854 | $83,902+10.7% | $167,512-44.6% | $84,808+9.5% |
| Participation rate | 70.4% | 66.5%+3.9pp | 77.1%-6.7pp | 68.3%+2.1pp |
| Annual return | 23.21% | 91.55%-68.3pp | 1615.79%-1592.6pp | 40.90%-17.7pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,882-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $4,705 | $4,442+5.9% | $6,405-26.5% | $4,212+11.7% |
| Admin fee / account holder | $6,179 | $7,915-21.9% | $9,769-36.8% | $7,344-15.9% |