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 7-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 | $11,570 | $27,641-58.1% | $61,373-81.1% | $68,494-83.1% |
| Participation rate | 90.5% | 39.5%+51.0pp | 52.6%+37.9pp | 67.9%+22.6pp |
| Annual return | 41.94% | -13.24%+55.2pp | 338.61%-296.7pp | -7.84%+49.8pp |
| Employer contribution / active EE | $0 | $695-100.0% | $1,159-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $7,082 | $1,263+460.6% | $2,125+233.3% | $4,027+75.8% |
| Admin fee / account holder | $899 | $2,010-55.3% | $2,130-57.8% | $5,403-83.4% |