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 | $8,256 | $108,172-92.4% | $77,482-89.3% | $158,922-94.8% |
| Participation rate | 84.6% | 64.4%+20.2pp | 54.2%+30.4pp | 82.0%+2.7pp |
| Annual return | 957.36% | 31.67%+925.7pp | 54.79%+902.6pp | 302.83%+654.5pp |
| Employer contribution / active EE | $0 | $1,325-100.0% | $986-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $3,291 | $2,456+34.0% | $1,861+76.8% | $5,982-45.0% |
| Admin fee / account holder | $2,063 | $3,708-44.3% | $2,858-27.8% | $11,246-81.7% |