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 | $22,401 | $59,107-62.1% | $86,436-74.1% | $68,494-67.3% |
| Participation rate | 82.6% | 75.2%+7.4pp | 80.3%+2.3pp | 67.9%+14.7pp |
| Annual return | 54.17% | -0.23%+54.4pp | 4394.89%-4340.7pp | -7.84%+62.0pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $9,826 | $5,901+66.5% | $6,952+41.4% | $4,027+144.0% |
| Admin fee / account holder | $13,199 | $5,637+134.2% | $6,731+96.1% | $5,403+144.3% |