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 | $29,729 | $228,332-87.0% | $185,823-84.0% | $158,922-81.3% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 17.14% | 40.80%-23.7pp | 35.95%-18.8pp | 302.83%-285.7pp |
| Employer contribution / active EE | $53 | $4,967-98.9% | $4,087-98.7% | $4,761-98.9% |
| Participant deferral / active EE | $9,175 | $6,415+43.0% | $5,632+62.9% | $5,982+53.4% |
| Admin fee / account holder | $32,000 | $11,864+169.7% | $9,500+236.8% | $11,246+184.6% |