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 | $10,957 | $30,400-64.0% | $53,898-79.7% | $84,808-87.1% |
| Participation rate | 93.5% | 46.4%+47.1pp | 55.0%+38.6pp | 68.3%+25.2pp |
| Annual return | 25.29% | 500.19%-474.9pp | 528.60%-503.3pp | 40.90%-15.6pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $7,565 | $1,199+531.2% | $1,826+314.2% | $4,212+79.6% |
| Admin fee / account holder | $5,514 | $1,993+176.6% | $2,491+121.4% | $7,344-24.9% |