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 | $21,925 | $159,602-86.3% | $150,045-85.4% | $142,382-84.6% |
| Participation rate | 86.4% | 84.0%+2.4pp | 82.3%+4.0pp | 80.1%+6.2pp |
| Annual return | 89.39% | 70.24%+19.2pp | 62.55%+26.8pp | 217.08%-127.7pp |
| Employer contribution / active EE | $114 | $4,961-97.7% | $4,693-97.6% | $4,299-97.3% |
| Participant deferral / active EE | $5,682 | $8,310-31.6% | $7,997-28.9% | $6,507-12.7% |
| Admin fee / account holder | $2,038 | $14,846-86.3% | $13,435-84.8% | $12,624-83.9% |