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 4-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 | $5,242 | $30,400-82.8% | $53,898-90.3% | $84,808-93.8% |
| Participation rate | 77.9% | 46.4%+31.5pp | 55.0%+22.9pp | 68.3%+9.6pp |
| Annual return | 56.74% | 500.19%-443.4pp | 528.60%-471.9pp | 40.90%+15.8pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,236 | $1,199+86.6% | $1,826+22.4% | $4,212-46.9% |
| Admin fee / account holder | $423 | $1,993-78.8% | $2,491-83.0% | $7,344-94.2% |