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 | $2,359 | $70,606-96.7% | $53,898-95.6% | $142,382-98.3% |
| Participation rate | 84.2% | 63.7%+20.5pp | 55.0%+29.2pp | 80.1%+4.1pp |
| Annual return | 15.09% | 619.81%-604.7pp | 528.60%-513.5pp | 217.08%-202.0pp |
| Employer contribution / active EE | $0 | $1,202-100.0% | $932-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $794 | $2,364-66.4% | $1,826-56.5% | $6,507-87.8% |
| Admin fee / account holder | $651 | $2,852-77.2% | $2,491-73.9% | $12,624-94.8% |