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 | $15,909 | $124,185-87.2% | $108,410-85.3% | $167,490-90.5% |
| Participation rate | 90.5% | 82.3%+8.2pp | 80.1%+10.3pp | 82.1%+8.4pp |
| Annual return | 31.36% | 1379.64%-1348.3pp | 905.27%-873.9pp | 478.56%-447.2pp |
| Employer contribution / active EE | $0 | $4,187-100.0% | $3,558-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $8,590 | $6,908+24.3% | $6,563+30.9% | $6,341+35.5% |
| Admin fee / account holder | $1,975 | $9,455-79.1% | $7,295-72.9% | $12,309-84.0% |