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 10-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 | $17,302 | $109,817-84.2% | $98,442-82.4% | $167,490-89.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 14.80% | 1956.69%-1941.9pp | 1492.73%-1477.9pp | 478.56%-463.8pp |
| Employer contribution / active EE | $185 | $3,224-94.3% | $2,960-93.8% | $4,837-96.2% |
| Participant deferral / active EE | $1,065 | $4,673-77.2% | $4,276-75.1% | $6,341-83.2% |
| Admin fee / account holder | $3,538 | $6,753-47.6% | $5,949-40.5% | $12,309-71.3% |