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 3-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 | $5,968 | $30,400-80.4% | $53,898-88.9% | $84,808-93.0% |
| Participation rate | 85.3% | 46.4%+38.8pp | 55.0%+30.3pp | 68.3%+17.0pp |
| Annual return | 16.96% | 500.19%-483.2pp | 528.60%-511.6pp | 40.90%-23.9pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,478 | $1,199+106.7% | $1,826+35.7% | $4,212-41.2% |
| Admin fee / account holder | $1,633 | $1,993-18.1% | $2,491-34.4% | $7,344-77.8% |