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 6-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 | $78,260 | $111,724-30.0% | $93,606-16.4% | $145,922-46.4% |
| Participation rate | 87.5% | 74.2%+13.3pp | 68.7%+18.8pp | 80.3%+7.2pp |
| Annual return | 15.61% | 202.98%-187.4pp | 133.20%-117.6pp | 561.29%-545.7pp |
| Employer contribution / active EE | $151 | $3,090-95.1% | $2,420-93.8% | $4,660-96.8% |
| Participant deferral / active EE | $7,542 | $4,912+53.5% | $4,411+71.0% | $6,688+12.8% |
| Admin fee / account holder | $5,326 | $10,250-48.0% | $8,285-35.7% | $13,397-60.2% |