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 | $54,607 | $177,572-69.2% | $154,803-64.7% | $142,382-61.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 14.19% | 65.07%-50.9pp | 58.88%-44.7pp | 217.08%-202.9pp |
| Employer contribution / active EE | $16 | $4,810-99.7% | $4,305-99.6% | $4,299-99.6% |
| Participant deferral / active EE | $2,053 | $6,272-67.3% | $5,540-62.9% | $6,507-68.5% |
| Admin fee / account holder | $2,453 | $16,786-85.4% | $14,329-82.9% | $12,624-80.6% |