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 | $40,898 | $108,919-62.5% | $100,391-59.3% | $145,922-72.0% |
| Participation rate | 81.3% | 82.9%-1.7pp | 81.5%-0.2pp | 80.3%+1.0pp |
| Annual return | 284.17% | 57.88%+226.3pp | 49.20%+235.0pp | 561.29%-277.1pp |
| Employer contribution / active EE | $0 | $4,419-100.0% | $3,942-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $9,154 | $8,445+8.4% | $8,082+13.3% | $6,688+36.9% |
| Admin fee / account holder | $5,033 | $9,689-48.1% | $7,899-36.3% | $13,397-62.4% |