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 8-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 | $92,108 | $103,376-10.9% | $87,100+5.7% | $152,861-39.7% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 17.87% | 28.10%-10.2pp | 28.19%-10.3pp | 345.32%-327.4pp |
| Employer contribution / active EE | $250 | $3,220-92.3% | $2,521-90.1% | $4,762-94.8% |
| Participant deferral / active EE | $3,800 | $4,778-20.5% | $4,049-6.1% | $5,850-35.1% |
| Admin fee / account holder | $28,455 | $12,205+133.1% | $7,497+279.6% | $11,596+145.4% |