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 | $49,774 | $183,519-72.9% | $155,509-68.0% | $145,922-65.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 28.34% | 61.17%-32.8pp | 64.67%-36.3pp | 561.29%-532.9pp |
| Employer contribution / active EE | $885 | $5,313-83.3% | $4,672-81.1% | $4,660-81.0% |
| Participant deferral / active EE | $2,422 | $6,462-62.5% | $5,626-57.0% | $6,688-63.8% |
| Admin fee / account holder | $407 | $19,313-97.9% | $15,912-97.4% | $13,397-97.0% |