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 4-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 | $7,684 | $72,400-89.4% | $67,502-88.6% | $145,922-94.7% |
| Participation rate | 83.3% | 76.9%+6.5pp | 72.9%+10.5pp | 80.3%+3.1pp |
| Annual return | 290.03% | 7182.46%-6892.4pp | 3512.12%-3222.1pp | 561.29%-271.3pp |
| Employer contribution / active EE | $25 | $3,069-99.2% | $2,731-99.1% | $4,660-99.5% |
| Participant deferral / active EE | $2,285 | $4,783-52.2% | $4,000-42.9% | $6,688-65.8% |
| Admin fee / account holder | $987 | $5,539-82.2% | $3,998-75.3% | $13,397-92.6% |