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 8-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 | $38,602 | $202,318-80.9% | $172,739-77.7% | $152,861-74.7% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.4%+0.9pp |
| Annual return | 138.86% | 1029.65%-890.8pp | 802.84%-664.0pp | 345.32%-206.5pp |
| Employer contribution / active EE | $1,227 | $5,856-79.1% | $5,143-76.2% | $4,762-74.2% |
| Participant deferral / active EE | $4,955 | $5,948-16.7% | $5,198-4.7% | $5,850-15.3% |
| Admin fee / account holder | $584 | $17,109-96.6% | $13,954-95.8% | $11,596-95.0% |