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 7-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 | $12,292 | $169,032-92.7% | $129,207-90.5% | $145,922-91.6% |
| Participation rate | 81.0% | 76.4%+4.5pp | 69.6%+11.3pp | 80.3%+0.7pp |
| Annual return | 12.01% | 14330.11%-14318.1pp | 9417.33%-9405.3pp | 561.29%-549.3pp |
| Employer contribution / active EE | $0 | $5,537-100.0% | $4,153-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $1,952 | $4,987-60.9% | $4,168-53.2% | $6,688-70.8% |
| Admin fee / account holder | $1,757 | $9,954-82.3% | $7,715-77.2% | $13,397-86.9% |