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 | $12,973 | $56,114-76.9% | $96,139-86.5% | $85,850-84.9% |
| Participation rate | 83.3% | 56.7%+26.6pp | 68.4%+14.9pp | 69.3%+14.0pp |
| Annual return | 46.70% | 42.30%+4.4pp | 191.94%-145.2pp | 318.53%-271.8pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $2,797-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $5,723 | $2,859+100.2% | $4,349+31.6% | $3,952+44.8% |
| Admin fee / account holder | $1,588 | $3,768-57.9% | $5,537-71.3% | $6,260-74.6% |