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 7-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 | $88,328 | $183,963-52.0% | $162,163-45.5% | $152,861-42.2% |
| Participation rate | 95.0% | 88.5%+6.5pp | 87.6%+7.4pp | 82.4%+12.6pp |
| Annual return | 0.00% | 150.76%-150.8pp | 115.59%-115.6pp | 345.32%-345.3pp |
| Employer contribution / active EE | $1,360 | $6,371-78.6% | $5,614-75.8% | $4,762-71.4% |
| Participant deferral / active EE | $15,326 | $8,034+90.8% | $7,298+110.0% | $5,850+162.0% |
| Admin fee / account holder | $6,012 | $13,121-54.2% | $10,843-44.6% | $11,596-48.2% |