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 | $37,626 | $68,346-44.9% | $94,646-60.2% | $75,163-49.9% |
| Participation rate | 91.2% | 76.1%+15.1pp | 80.8%+10.4pp | 67.2%+24.0pp |
| Annual return | 33.27% | 616.93%-583.7pp | 156.71%-123.4pp | 160.62%-127.4pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,672-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $12,832 | $6,537+96.3% | $7,418+73.0% | $4,125+211.1% |
| Admin fee / account holder | $6,424 | $5,326+20.6% | $7,231-11.2% | $5,651+13.7% |