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 | $12,440 | $53,516-76.8% | $126,539-90.2% | $84,808-85.3% |
| Participation rate | 85.7% | 58.2%+27.5pp | 69.8%+15.9pp | 68.3%+17.4pp |
| Annual return | 18.00% | 58.34%-40.3pp | 425.95%-407.9pp | 40.90%-22.9pp |
| Employer contribution / active EE | $0 | $1,535-100.0% | $3,674-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,344 | $2,671-49.7% | $4,083-67.1% | $4,212-68.1% |
| Admin fee / account holder | $321 | $4,497-92.9% | $6,065-94.7% | $7,344-95.6% |