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 6-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 | $5,827 | $70,606-91.7% | $53,898-89.2% | $142,382-95.9% |
| Participation rate | 84.6% | 63.7%+20.9pp | 55.0%+29.7pp | 80.1%+4.5pp |
| Annual return | 12.69% | 619.81%-607.1pp | 528.60%-515.9pp | 217.08%-204.4pp |
| Employer contribution / active EE | $0 | $1,202-100.0% | $932-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,719 | $2,364-27.3% | $1,826-5.9% | $6,507-73.6% |
| Admin fee / account holder | $1,885 | $2,852-33.9% | $2,491-24.3% | $12,624-85.1% |