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 6-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 | $32,473 | $68,346-52.5% | $94,646-65.7% | $75,163-56.8% |
| Participation rate | 84.6% | 76.1%+8.5pp | 80.8%+3.8pp | 67.2%+17.4pp |
| Annual return | 45.59% | 616.93%-571.3pp | 156.71%-111.1pp | 160.62%-115.0pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,672-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $14,052 | $6,537+114.9% | $7,418+89.4% | $4,125+240.6% |
| Admin fee / account holder | $2,475 | $5,326-53.5% | $7,231-65.8% | $5,651-56.2% |