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 | $28,103 | $148,534-81.1% | $135,903-79.3% | $139,434-79.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.19% | 79.19%-59.0pp | 68.23%-48.0pp | 372.94%-352.8pp |
| Employer contribution / active EE | $933 | $5,243-82.2% | $4,856-80.8% | $4,751-80.4% |
| Participant deferral / active EE | $9,161 | $8,100+13.1% | $7,758+18.1% | $6,710+36.5% |
| Admin fee / account holder | $316 | $12,400-97.4% | $10,762-97.1% | $11,403-97.2% |