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 | $34,165 | $68,346-50.0% | $94,646-63.9% | $75,163-54.5% |
| Participation rate | 81.8% | 76.1%+5.7pp | 80.8%+1.0pp | 67.2%+14.6pp |
| Annual return | 76.65% | 616.93%-540.3pp | 156.71%-80.1pp | 160.62%-84.0pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,672-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $14,439 | $6,537+120.9% | $7,418+94.7% | $4,125+250.0% |
| Admin fee / account holder | $6,681 | $5,326+25.4% | $7,231-7.6% | $5,651+18.2% |