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 | $18,173 | $30,400-40.2% | $53,898-66.3% | $84,808-78.6% |
| Participation rate | 86.7% | 46.4%+40.2pp | 55.0%+31.7pp | 68.3%+18.4pp |
| Annual return | 35.78% | 500.19%-464.4pp | 528.60%-492.8pp | 40.90%-5.1pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $7,498 | $1,199+525.6% | $1,826+310.6% | $4,212+78.0% |
| Admin fee / account holder | $1,244 | $1,993-37.6% | $2,491-50.0% | $7,344-83.1% |