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 | $41,673 | $101,317-58.9% | $146,958-71.6% | $74,495-44.1% |
| Participation rate | 76.9% | 75.5%+1.4pp | 82.2%-5.2pp | 67.2%+9.7pp |
| Annual return | 30.00% | 8730.91%-8700.9pp | 418.34%-388.3pp | 1364.94%-1334.9pp |
| Employer contribution / active EE | $837 | $3,810-78.0% | $4,933-83.0% | $2,623-68.1% |
| Participant deferral / active EE | $5,212 | $7,303-28.6% | $8,070-35.4% | $4,346+19.9% |
| Admin fee / account holder | $3,080 | $1,739+77.1% | $12,998-76.3% | $1,942+58.6% |