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 7-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 | $33,240 | $176,056-81.1% | $159,436-79.2% | $167,490-80.2% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 10.71% | 331.75%-321.0pp | 263.57%-252.9pp | 478.56%-467.8pp |
| Employer contribution / active EE | $107 | $5,297-98.0% | $4,829-97.8% | $4,837-97.8% |
| Participant deferral / active EE | $6,444 | $7,750-16.9% | $7,352-12.4% | $6,341+1.6% |
| Admin fee / account holder | $6,062 | $12,554-51.7% | $10,799-43.9% | $12,309-50.8% |