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 | $46,085 | $102,317-55.0% | $146,958-68.6% | $80,856-43.0% |
| Participation rate | 90.6% | 75.8%+14.8pp | 82.2%+8.5pp | 67.6%+23.0pp |
| Annual return | 43.33% | 134.76%-91.4pp | 418.34%-375.0pp | 35.59%+7.7pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $16,904 | $6,644+154.4% | $8,070+109.5% | $4,296+293.5% |
| Admin fee / account holder | $4,693 | $7,941-40.9% | $12,998-63.9% | $6,918-32.2% |