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 7-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 | $142,491 | $112,096+27.1% | $95,952+48.5% | $158,922-10.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 17.43% | 171.09%-153.7pp | 91.61%-74.2pp | 302.83%-285.4pp |
| Employer contribution / active EE | $207 | $3,198-93.5% | $2,541-91.9% | $4,761-95.7% |
| Participant deferral / active EE | $6,601 | $4,784+38.0% | $4,167+58.4% | $5,982+10.4% |
| Admin fee / account holder | $5,195 | $10,130-48.7% | $6,795-23.6% | $11,246-53.8% |