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 9-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 | $29,404 | $183,519-84.0% | $155,509-81.1% | $145,922-79.8% |
| Participation rate | 82.4% | 82.7%-0.3pp | 78.2%+4.2pp | 80.3%+2.1pp |
| Annual return | 10.74% | 61.17%-50.4pp | 64.67%-53.9pp | 561.29%-550.5pp |
| Employer contribution / active EE | $145 | $5,313-97.3% | $4,672-96.9% | $4,660-96.9% |
| Participant deferral / active EE | $2,216 | $6,462-65.7% | $5,626-60.6% | $6,688-66.9% |
| Admin fee / account holder | $10,755 | $19,313-44.3% | $15,912-32.4% | $13,397-19.7% |