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 | $27,845 | $107,934-74.2% | $91,989-69.7% | $152,861-81.8% |
| Participation rate | 84.6% | 81.2%+3.4pp | 78.6%+6.0pp | 82.4%+2.2pp |
| Annual return | 283.21% | 89.24%+194.0pp | 69.02%+214.2pp | 345.32%-62.1pp |
| Employer contribution / active EE | $0 | $4,210-100.0% | $3,452-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $10,908 | $6,364+71.4% | $5,923+84.2% | $5,850+86.5% |
| Admin fee / account holder | $2,727 | $10,520-74.1% | $7,743-64.8% | $11,596-76.5% |