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 8-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 | $3,330 | $27,915-88.1% | $58,482-94.3% | $75,163-95.6% |
| Participation rate | 91.2% | 38.8%+52.3pp | 50.9%+40.3pp | 67.2%+24.0pp |
| Annual return | 20.11% | 44.20%-24.1pp | 4239.32%-4219.2pp | 160.62%-140.5pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,053-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,214 | $1,201+84.3% | $1,924+15.1% | $4,125-46.3% |
| Admin fee / account holder | $384 | $1,726-77.8% | $2,516-84.8% | $5,651-93.2% |