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 9-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 | $44,576 | $66,402-32.9% | $109,895-59.4% | $85,850-48.1% |
| Participation rate | 100.0% | 63.9%+36.1pp | 74.2%+25.8pp | 69.3%+30.7pp |
| Annual return | 21.06% | 19.59%+1.5pp | 29.45%-8.4pp | 318.53%-297.5pp |
| Employer contribution / active EE | $3 | $1,687-99.8% | $2,842-99.9% | $2,565-99.9% |
| Participant deferral / active EE | $4,001 | $2,842+40.8% | $4,048-1.2% | $3,952+1.3% |
| Admin fee / account holder | $1,191 | $4,557-73.9% | $6,066-80.4% | $6,260-81.0% |