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 | $113,594 | $214,378-47.0% | $200,582-43.4% | $142,382-20.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 36.84% | 46.41%-9.6pp | 42.33%-5.5pp | 217.08%-180.2pp |
| Employer contribution / active EE | $71 | $6,841-99.0% | $6,419-98.9% | $4,299-98.4% |
| Participant deferral / active EE | $14,990 | $9,865+52.0% | $9,331+60.6% | $6,507+130.4% |
| Admin fee / account holder | $9,304 | $17,692-47.4% | $16,305-42.9% | $12,624-26.3% |