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 9-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 | $29,309 | $89,355-67.2% | $141,162-79.2% | $72,985-59.8% |
| Participation rate | 83.9% | 75.1%+8.8pp | 82.5%+1.4pp | 69.5%+14.4pp |
| Annual return | 45.17% | 111.85%-66.7pp | 71.39%-26.2pp | 81.00%-35.8pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $9,654 | $5,418+78.2% | $6,709+43.9% | $3,607+167.6% |
| Admin fee / account holder | $2,712 | $5,958-54.5% | $10,261-73.6% | $5,124-47.1% |