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 5-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 | $35,737 | $117,841-69.7% | $102,423-65.1% | $145,922-75.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 22.38% | 31.65%-9.3pp | 29.32%-6.9pp | 561.29%-538.9pp |
| Employer contribution / active EE | $746 | $3,615-79.4% | $3,023-75.3% | $4,660-84.0% |
| Participant deferral / active EE | $10,151 | $5,731+77.1% | $5,053+100.9% | $6,688+51.8% |
| Admin fee / account holder | $363 | $13,326-97.3% | $9,451-96.2% | $13,397-97.3% |