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 | $42,078 | $98,750-57.4% | $149,696-71.9% | $79,858-47.3% |
| Participation rate | 90.5% | 75.8%+14.8pp | 82.5%+8.1pp | 69.6%+20.9pp |
| Annual return | 23.86% | 27.43%-3.6pp | 276.60%-252.7pp | 31.71%-7.9pp |
| Employer contribution / active EE | $3 | $3,216-99.9% | $4,644-99.9% | $2,471-99.9% |
| Participant deferral / active EE | $11,419 | $5,680+101.0% | $6,842+66.9% | $3,740+205.3% |
| Admin fee / account holder | $1,506 | $6,053-75.1% | $9,309-83.8% | $5,306-71.6% |