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 | $40,591 | $118,849-65.8% | $96,562-58.0% | $167,490-75.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 15.99% | 50.49%-34.5pp | 37.78%-21.8pp | 478.56%-462.6pp |
| Employer contribution / active EE | $139 | $3,120-95.5% | $2,356-94.1% | $4,837-97.1% |
| Participant deferral / active EE | $2,729 | $4,616-40.9% | $3,849-29.1% | $6,341-57.0% |
| Admin fee / account holder | $6,062 | $8,065-24.8% | $6,181-1.9% | $12,309-50.7% |