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 10-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 | $124,891 | $159,602-21.7% | $150,045-16.8% | $142,382-12.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 13.26% | 70.24%-57.0pp | 62.55%-49.3pp | 217.08%-203.8pp |
| Employer contribution / active EE | $111 | $4,961-97.8% | $4,693-97.6% | $4,299-97.4% |
| Participant deferral / active EE | $7,225 | $8,310-13.1% | $7,997-9.7% | $6,507+11.0% |
| Admin fee / account holder | $116,394 | $14,846+684.0% | $13,435+766.4% | $12,624+822.0% |