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 | $47,364 | $68,346-30.7% | $94,646-50.0% | $75,163-37.0% |
| Participation rate | 94.8% | 76.1%+18.7pp | 80.8%+14.0pp | 67.2%+27.6pp |
| Annual return | 22.83% | 616.93%-594.1pp | 156.71%-133.9pp | 160.62%-137.8pp |
| Employer contribution / active EE | $3 | $2,701-99.9% | $3,672-99.9% | $2,670-99.9% |
| Participant deferral / active EE | $15,328 | $6,537+134.5% | $7,418+106.6% | $4,125+271.6% |
| Admin fee / account holder | $3,719 | $5,326-30.2% | $7,231-48.6% | $5,651-34.2% |