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 | $39,271 | $209,832-81.3% | $189,513-79.3% | $167,490-76.6% |
| Participation rate | 77.8% | 88.7%-10.9pp | 87.8%-10.0pp | 82.1%-4.3pp |
| Annual return | 17.14% | 748.27%-731.1pp | 555.15%-538.0pp | 478.56%-461.4pp |
| Employer contribution / active EE | $256 | $6,914-96.3% | $6,162-95.8% | $4,837-94.7% |
| Participant deferral / active EE | $12,381 | $8,935+38.6% | $8,221+50.6% | $6,341+95.2% |
| Admin fee / account holder | $2,081 | $14,293-85.4% | $12,045-82.7% | $12,309-83.1% |