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 | $118,696 | $214,378-44.6% | $200,582-40.8% | $142,382-16.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 13.95% | 46.41%-32.5pp | 42.33%-28.4pp | 217.08%-203.1pp |
| Employer contribution / active EE | $763 | $6,841-88.9% | $6,419-88.1% | $4,299-82.3% |
| Participant deferral / active EE | $22,172 | $9,865+124.8% | $9,331+137.6% | $6,507+240.7% |
| Admin fee / account holder | $1,194 | $17,692-93.3% | $16,305-92.7% | $12,624-90.5% |