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 | $14,564 | $189,613-92.3% | $167,512-91.3% | $142,382-89.8% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 11.79% | 2024.68%-2012.9pp | 1615.79%-1604.0pp | 217.08%-205.3pp |
| Employer contribution / active EE | $5 | $4,349-99.9% | $3,882-99.9% | $4,299-99.9% |
| Participant deferral / active EE | $8,955 | $6,981+28.3% | $6,405+39.8% | $6,507+37.6% |
| Admin fee / account holder | $8,241 | $10,528-21.7% | $9,769-15.6% | $12,624-34.7% |