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 | $141,463 | $112,096+26.2% | $95,952+47.4% | $158,922-11.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 11.50% | 171.09%-159.6pp | 91.61%-80.1pp | 302.83%-291.3pp |
| Employer contribution / active EE | $572 | $3,198-82.1% | $2,541-77.5% | $4,761-88.0% |
| Participant deferral / active EE | $4,208 | $4,784-12.0% | $4,167+1.0% | $5,982-29.7% |
| Admin fee / account holder | $11,010 | $10,130+8.7% | $6,795+62.0% | $11,246-2.1% |