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 | $175,323 | $152,587+14.9% | $125,175+40.1% | $152,861+14.7% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 18.50% | 54.84%-36.3pp | 43.79%-25.3pp | 345.32%-326.8pp |
| Employer contribution / active EE | $584 | $4,946-88.2% | $3,865-84.9% | $4,762-87.7% |
| Participant deferral / active EE | $4,236 | $5,868-27.8% | $4,937-14.2% | $5,850-27.6% |
| Admin fee / account holder | $4,013 | $13,434-70.1% | $9,702-58.6% | $11,596-65.4% |