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 | $3,048 | $30,400-90.0% | $53,898-94.3% | $84,808-96.4% |
| Participation rate | 96.0% | 46.4%+49.6pp | 55.0%+41.0pp | 68.3%+27.7pp |
| Annual return | 187.24% | 500.19%-313.0pp | 528.60%-341.4pp | 40.90%+146.3pp |
| Employer contribution / active EE | $50 | $603-91.7% | $932-94.6% | $2,631-98.1% |
| Participant deferral / active EE | $1,186 | $1,199-1.0% | $1,826-35.0% | $4,212-71.8% |
| Admin fee / account holder | $884 | $1,993-55.6% | $2,491-64.5% | $7,344-88.0% |