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 | $15,772 | $102,604-84.6% | $86,188-81.7% | $139,434-88.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 19.30% | 1922.51%-1903.2pp | 1168.45%-1149.2pp | 372.94%-353.6pp |
| Employer contribution / active EE | $289 | $3,032-90.5% | $2,380-87.9% | $4,751-93.9% |
| Participant deferral / active EE | $5,771 | $4,676+23.4% | $3,985+44.8% | $6,710-14.0% |
| Admin fee / account holder | $676 | $8,657-92.2% | $6,852-90.1% | $11,403-94.1% |