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 | $13,610 | $57,281-76.2% | $86,612-84.3% | $75,163-81.9% |
| Participation rate | 95.3% | 63.2%+32.2pp | 71.7%+23.7pp | 67.2%+28.2pp |
| Annual return | 24.86% | 2670.75%-2645.9pp | 591.07%-566.2pp | 160.62%-135.8pp |
| Employer contribution / active EE | $0 | $2,314-100.0% | $3,022-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $5,449 | $3,318+64.3% | $4,438+22.8% | $4,125+32.1% |
| Admin fee / account holder | $1,150 | $4,112-72.0% | $5,614-79.5% | $5,651-79.7% |