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 | $41,775 | $112,096-62.7% | $95,952-56.5% | $158,922-73.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 11.17% | 171.09%-159.9pp | 91.61%-80.4pp | 302.83%-291.7pp |
| Employer contribution / active EE | $441 | $3,198-86.2% | $2,541-82.6% | $4,761-90.7% |
| Participant deferral / active EE | $2,394 | $4,784-50.0% | $4,167-42.5% | $5,982-60.0% |
| Admin fee / account holder | $1,607 | $10,130-84.1% | $6,795-76.3% | $11,246-85.7% |