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 | $6,440 | $81,625-92.1% | $58,482-89.0% | $139,434-95.4% |
| Participation rate | 90.0% | 61.3%+28.7pp | 50.9%+39.1pp | 80.3%+9.7pp |
| Annual return | 55.01% | 7404.20%-7349.2pp | 4239.32%-4184.3pp | 372.94%-317.9pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $1,053-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $8,783 | $2,557+243.6% | $1,924+356.5% | $6,710+30.9% |
| Admin fee / account holder | $1,953 | $3,265-40.2% | $2,516-22.4% | $11,403-82.9% |