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 | $18,244 | $159,901-88.6% | $146,958-87.6% | $145,922-87.5% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.1pp |
| Annual return | 45.14% | 98.13%-53.0pp | 418.34%-373.2pp | 561.29%-516.1pp |
| Employer contribution / active EE | $168 | $5,286-96.8% | $4,933-96.6% | $4,660-96.4% |
| Participant deferral / active EE | $4,280 | $8,428-49.2% | $8,070-47.0% | $6,688-36.0% |
| Admin fee / account holder | $29,802 | $15,044+98.1% | $12,998+129.3% | $13,397+122.5% |