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 4-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 | $23,228 | $68,346-66.0% | $94,646-75.5% | $75,163-69.1% |
| Participation rate | 84.9% | 76.1%+8.8pp | 80.8%+4.1pp | 67.2%+17.7pp |
| Annual return | 54.66% | 616.93%-562.3pp | 156.71%-102.0pp | 160.62%-106.0pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,672-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $13,269 | $6,537+103.0% | $7,418+78.9% | $4,125+221.7% |
| Admin fee / account holder | $5,620 | $5,326+5.5% | $7,231-22.3% | $5,651-0.5% |