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 | $89,899 | $102,317-12.1% | $146,958-38.8% | $80,856+11.2% |
| Participation rate | 80.6% | 75.8%+4.8pp | 82.2%-1.6pp | 67.6%+13.0pp |
| Annual return | 50.30% | 134.76%-84.5pp | 418.34%-368.0pp | 35.59%+14.7pp |
| Employer contribution / active EE | $23 | $3,713-99.4% | $4,933-99.5% | $2,755-99.2% |
| Participant deferral / active EE | $6,254 | $6,644-5.9% | $8,070-22.5% | $4,296+45.6% |
| Admin fee / account holder | $1,711 | $7,941-78.5% | $12,998-86.8% | $6,918-75.3% |