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 | $2,571 | $30,400-91.5% | $53,898-95.2% | $84,808-97.0% |
| Participation rate | 70.3% | 46.4%+23.8pp | 55.0%+15.3pp | 68.3%+2.0pp |
| Annual return | 19.94% | 500.19%-480.3pp | 528.60%-508.7pp | 40.90%-21.0pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $755 | $1,199-37.0% | $1,826-58.7% | $4,212-82.1% |
| Admin fee / account holder | $311 | $1,993-84.4% | $2,491-87.5% | $7,344-95.8% |