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 | $29,620 | $115,882-74.4% | $100,516-70.5% | $158,922-81.4% |
| Participation rate | 87.5% | 81.6%+5.9pp | 79.4%+8.1pp | 82.0%+5.5pp |
| Annual return | 1480.08% | 34.79%+1445.3pp | 30.89%+1449.2pp | 302.83%+1177.3pp |
| Employer contribution / active EE | $0 | $4,103-100.0% | $3,418-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $11,052 | $6,674+65.6% | $6,270+76.3% | $5,982+84.7% |
| Admin fee / account holder | $471 | $10,995-95.7% | $8,081-94.2% | $11,246-95.8% |