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 | $115,200 | $105,931+8.7% | $81,930+40.6% | $158,922-27.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 8.55% | 38.17%-29.6pp | 29.49%-20.9pp | 302.83%-294.3pp |
| Employer contribution / active EE | $0 | $7,800-100.0% | $4,310-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $4,074 | $13,003-68.7% | $7,107-42.7% | $5,982-31.9% |
| Admin fee / account holder | $90,868 | $8,489+970.4% | $5,158+1661.7% | $11,246+708.0% |