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 6-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 | $40,719 | $111,724-63.6% | $93,606-56.5% | $145,922-72.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 26.13% | 202.98%-176.9pp | 133.20%-107.1pp | 561.29%-535.2pp |
| Employer contribution / active EE | $500 | $3,090-83.8% | $2,420-79.3% | $4,660-89.3% |
| Participant deferral / active EE | $11,000 | $4,912+124.0% | $4,411+149.4% | $6,688+64.5% |
| Admin fee / account holder | $781 | $10,250-92.4% | $8,285-90.6% | $13,397-94.2% |