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 9-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 | $8,149 | $90,348-91.0% | $75,972-89.3% | $145,922-94.4% |
| Participation rate | 81.3% | 74.5%+6.8pp | 69.1%+12.2pp | 80.3%+1.0pp |
| Annual return | 10.47% | 620.88%-610.4pp | 359.55%-349.1pp | 561.29%-550.8pp |
| Employer contribution / active EE | $0 | $3,311-100.0% | $2,685-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $2,652 | $5,162-48.6% | $4,255-37.7% | $6,688-60.4% |
| Admin fee / account holder | $494 | $8,467-94.2% | $6,467-92.4% | $13,397-96.3% |