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 4-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 | $4,785 | $30,400-84.3% | $53,898-91.1% | $84,808-94.4% |
| Participation rate | 100.0% | 46.4%+53.6pp | 55.0%+45.0pp | 68.3%+31.7pp |
| Annual return | 14.82% | 500.19%-485.4pp | 528.60%-513.8pp | 40.90%-26.1pp |
| Employer contribution / active EE | $73 | $603-87.8% | $932-92.1% | $2,631-97.2% |
| Participant deferral / active EE | $834 | $1,199-30.4% | $1,826-54.3% | $4,212-80.2% |
| Admin fee / account holder | $940 | $1,993-52.8% | $2,491-62.2% | $7,344-87.2% |