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 6-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 | $19,080 | $138,044-86.2% | $125,339-84.8% | $134,475-85.8% |
| Participation rate | 70.8% | 84.5%-13.7pp | 82.4%-11.5pp | 81.2%-10.4pp |
| Annual return | 734.13% | 750.33%-16.2pp | 572.05%+162.1pp | 417.96%+316.2pp |
| Employer contribution / active EE | $0 | $5,243-100.0% | $4,814-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $3,768 | $7,799-51.7% | $7,446-49.4% | $6,400-41.1% |
| Admin fee / account holder | $756 | $11,571-93.5% | $10,010-92.4% | $11,426-93.4% |