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 | $48,114 | $169,032-71.5% | $129,207-62.8% | $145,922-67.0% |
| Participation rate | 72.7% | 76.4%-3.7pp | 69.6%+3.1pp | 80.3%-7.5pp |
| Annual return | 16.43% | 14330.11%-14313.7pp | 9417.33%-9400.9pp | 561.29%-544.9pp |
| Employer contribution / active EE | $0 | $5,537-100.0% | $4,153-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $9,830 | $4,987+97.1% | $4,168+135.9% | $6,688+47.0% |
| Admin fee / account holder | $1,788 | $9,954-82.0% | $7,715-76.8% | $13,397-86.7% |