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 | $9,244 | $80,717-88.5% | $154,803-94.0% | $84,808-89.1% |
| Participation rate | 75.9% | 66.8%+9.1pp | 78.1%-2.1pp | 68.3%+7.6pp |
| Annual return | 250.17% | 37.96%+212.2pp | 58.88%+191.3pp | 40.90%+209.3pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,616 | $3,303-51.1% | $5,540-70.8% | $4,212-61.6% |
| Admin fee / account holder | $1,516 | $6,746-77.5% | $14,329-89.4% | $7,344-79.4% |