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 10-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 | $39,465 | $176,662-77.7% | $130,648-69.8% | $152,861-74.2% |
| Participation rate | 90.0% | 79.0%+11.0pp | 71.7%+18.3pp | 82.4%+7.6pp |
| Annual return | 19.03% | 2692.24%-2673.2pp | 1708.96%-1689.9pp | 345.32%-326.3pp |
| Employer contribution / active EE | $0 | $5,742-100.0% | $4,092-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $415 | $4,361-90.5% | $3,603-88.5% | $5,850-92.9% |
| Admin fee / account holder | $2,866 | $7,133-59.8% | $5,464-47.6% | $11,596-75.3% |