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 | $24,868 | $96,305-74.2% | $80,569-69.1% | $139,434-82.2% |
| Participation rate | 91.3% | 73.6%+17.7pp | 67.0%+24.3pp | 80.3%+11.0pp |
| Annual return | 63.48% | 1350.08%-1286.6pp | 935.43%-871.9pp | 372.94%-309.5pp |
| Employer contribution / active EE | $0 | $3,262-100.0% | $2,723-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $13,846 | $5,232+164.6% | $4,447+211.3% | $6,710+106.3% |
| Admin fee / account holder | $1,747 | $6,599-73.5% | $5,377-67.5% | $11,403-84.7% |