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 7-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 | $2,187 | $70,606-96.9% | $53,898-95.9% | $142,382-98.5% |
| Participation rate | 83.3% | 63.7%+19.6pp | 55.0%+28.4pp | 80.1%+3.2pp |
| Annual return | 18.58% | 619.81%-601.2pp | 528.60%-510.0pp | 217.08%-198.5pp |
| Employer contribution / active EE | $0 | $1,202-100.0% | $932-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $550 | $2,364-76.7% | $1,826-69.9% | $6,507-91.5% |
| Admin fee / account holder | $779 | $2,852-72.7% | $2,491-68.7% | $12,624-93.8% |