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 | $115,655 | $144,119-19.8% | $117,854-1.9% | $147,584-21.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 11.39% | 531.15%-519.8pp | 335.08%-323.7pp | 578.55%-567.2pp |
| Employer contribution / active EE | $533 | $4,896-89.1% | $3,786-85.9% | $4,876-89.1% |
| Participant deferral / active EE | $2,613 | $5,316-50.9% | $4,482-41.7% | $5,439-52.0% |
| Admin fee / account holder | $103,745 | $10,886+853.0% | $8,020+1193.6% | $10,885+853.1% |