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 | $12,731 | $74,888-83.0% | $71,209-82.1% | $142,382-91.1% |
| Participation rate | 90.0% | 76.2%+13.8pp | 73.8%+16.2pp | 80.1%+9.9pp |
| Annual return | 34.62% | 345.14%-310.5pp | 282.51%-247.9pp | 217.08%-182.5pp |
| Employer contribution / active EE | $0 | $2,854-100.0% | $2,721-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $8,517 | $4,454+91.2% | $4,175+104.0% | $6,507+30.9% |
| Admin fee / account holder | $300 | $5,568-94.6% | $5,349-94.4% | $12,624-97.6% |