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 | $27,312 | $210,648-87.0% | $177,989-84.7% | $145,922-81.3% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 19.51% | 385.86%-366.4pp | 294.48%-275.0pp | 561.29%-541.8pp |
| Employer contribution / active EE | $498 | $4,565-89.1% | $3,949-87.4% | $4,660-89.3% |
| Participant deferral / active EE | $1,373 | $6,958-80.3% | $6,276-78.1% | $6,688-79.5% |
| Admin fee / account holder | $5,270 | $12,013-56.1% | $10,363-49.2% | $13,397-60.7% |