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 10-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 | $43,941 | $209,411-79.0% | $178,490-75.4% | $158,922-72.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 16.64% | 188.75%-172.1pp | 151.07%-134.4pp | 302.83%-286.2pp |
| Employer contribution / active EE | $963 | $5,706-83.1% | $5,011-80.8% | $4,761-79.8% |
| Participant deferral / active EE | $3,555 | $5,954-40.3% | $5,202-31.7% | $5,982-40.6% |
| Admin fee / account holder | $501 | $17,074-97.1% | $13,984-96.4% | $11,246-95.5% |