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 3-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 | $4,385 | $30,400-85.6% | $53,898-91.9% | $84,808-94.8% |
| Participation rate | 89.7% | 46.4%+43.2pp | 55.0%+34.7pp | 68.3%+21.3pp |
| Annual return | 17.67% | 500.19%-482.5pp | 528.60%-510.9pp | 40.90%-23.2pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,670 | $1,199+122.8% | $1,826+46.2% | $4,212-36.6% |
| Admin fee / account holder | $322 | $1,993-83.8% | $2,491-87.1% | $7,344-95.6% |