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 | $104,658 | $96,305+8.7% | $80,569+29.9% | $139,434-24.9% |
| Participation rate | 70.6% | 73.6%-3.0pp | 67.0%+3.6pp | 80.3%-9.7pp |
| Annual return | 15.79% | 1350.08%-1334.3pp | 935.43%-919.6pp | 372.94%-357.2pp |
| Employer contribution / active EE | $0 | $3,262-100.0% | $2,723-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $4,629 | $5,232-11.5% | $4,447+4.1% | $6,710-31.0% |
| Admin fee / account holder | $26,697 | $6,599+304.6% | $5,377+396.5% | $11,403+134.1% |