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 8-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 | $5,670 | $72,400-92.2% | $67,502-91.6% | $145,922-96.1% |
| Participation rate | 80.0% | 76.9%+3.1pp | 72.9%+7.1pp | 80.3%-0.3pp |
| Annual return | 12.48% | 7182.46%-7170.0pp | 3512.12%-3499.6pp | 561.29%-548.8pp |
| Employer contribution / active EE | $7 | $3,069-99.8% | $2,731-99.8% | $4,660-99.9% |
| Participant deferral / active EE | $2,052 | $4,783-57.1% | $4,000-48.7% | $6,688-69.3% |
| Admin fee / account holder | $326 | $5,539-94.1% | $3,998-91.8% | $13,397-97.6% |