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 5-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 | $8,346 | $70,606-88.2% | $53,898-84.5% | $142,382-94.1% |
| Participation rate | 95.2% | 63.7%+31.5pp | 55.0%+40.3pp | 80.1%+15.1pp |
| Annual return | 17.29% | 619.81%-602.5pp | 528.60%-511.3pp | 217.08%-199.8pp |
| Employer contribution / active EE | $0 | $1,202-100.0% | $932-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,165 | $2,364-8.4% | $1,826+18.6% | $6,507-66.7% |
| Admin fee / account holder | $3,060 | $2,852+7.3% | $2,491+22.8% | $12,624-75.8% |