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 9-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 | $125,196 | $227,553-45.0% | $189,557-34.0% | $167,490-25.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 8.02% | 78.40%-70.4pp | 64.17%-56.2pp | 478.56%-470.5pp |
| Employer contribution / active EE | $207 | $5,316-96.1% | $4,412-95.3% | $4,837-95.7% |
| Participant deferral / active EE | $16,553 | $7,002+136.4% | $6,174+168.1% | $6,341+161.0% |
| Admin fee / account holder | $2,042 | $11,878-82.8% | $9,807-79.2% | $12,309-83.4% |