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 3-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 | $93,039 | $133,922-30.5% | $116,228-20.0% | $142,382-34.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 18.46% | 147.76%-129.3pp | 90.06%-71.6pp | 217.08%-198.6pp |
| Employer contribution / active EE | $240 | $3,446-93.0% | $2,994-92.0% | $4,299-94.4% |
| Participant deferral / active EE | $29,500 | $5,672+420.1% | $4,953+495.6% | $6,507+353.3% |
| Admin fee / account holder | $354 | $14,945-97.6% | $11,989-97.0% | $12,624-97.2% |