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 | $26,202 | $124,185-78.9% | $108,410-75.8% | $167,490-84.4% |
| Participation rate | 93.8% | 82.3%+11.5pp | 80.1%+13.6pp | 82.1%+11.6pp |
| Annual return | 34.80% | 1379.64%-1344.8pp | 905.27%-870.5pp | 478.56%-443.8pp |
| Employer contribution / active EE | $0 | $4,187-100.0% | $3,558-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $12,128 | $6,908+75.6% | $6,563+84.8% | $6,341+91.3% |
| Admin fee / account holder | $2,842 | $9,455-69.9% | $7,295-61.0% | $12,309-76.9% |