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 6-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 | $36,530 | $217,402-83.2% | $185,823-80.3% | $167,490-78.2% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 13.39% | 148.36%-135.0pp | 122.05%-108.7pp | 478.56%-465.2pp |
| Employer contribution / active EE | $651 | $5,873-88.9% | $5,167-87.4% | $4,837-86.5% |
| Participant deferral / active EE | $7,593 | $6,356+19.5% | $5,568+36.4% | $6,341+19.7% |
| Admin fee / account holder | $651 | $19,811-96.7% | $16,237-96.0% | $12,309-94.7% |