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 | $32,151 | $58,208-44.8% | $81,812-60.7% | $80,856-60.2% |
| Participation rate | 93.1% | 63.4%+29.7pp | 72.3%+20.8pp | 67.6%+25.5pp |
| Annual return | 21.97% | 41.66%-19.7pp | 773.79%-751.8pp | 35.59%-13.6pp |
| Employer contribution / active EE | $3 | $2,340-99.9% | $2,912-99.9% | $2,755-99.9% |
| Participant deferral / active EE | $11,033 | $3,281+236.3% | $4,319+155.5% | $4,296+156.8% |
| Admin fee / account holder | $3,813 | $4,981-23.5% | $7,386-48.4% | $6,918-44.9% |