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 5-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 | $46,500 | $70,756-34.3% | $65,493-29.0% | $142,382-67.3% |
| Participation rate | 84.6% | 77.4%+7.2pp | 73.1%+11.5pp | 80.1%+4.5pp |
| Annual return | 20.43% | 1754.89%-1734.5pp | 982.45%-962.0pp | 217.08%-196.6pp |
| Employer contribution / active EE | $0 | $2,881-100.0% | $2,574-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $13,023 | $4,637+180.8% | $3,961+228.8% | $6,507+100.1% |
| Admin fee / account holder | $8,459 | $6,559+29.0% | $5,028+68.2% | $12,624-33.0% |