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 5-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 | $20,661 | $100,773-79.5% | $88,946-76.8% | $142,382-85.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 25.14% | 70.18%-45.0pp | 57.82%-32.7pp | 217.08%-191.9pp |
| Employer contribution / active EE | $243 | $2,918-91.7% | $2,555-90.5% | $4,299-94.3% |
| Participant deferral / active EE | $5,311 | $5,230+1.5% | $4,581+15.9% | $6,507-18.4% |
| Admin fee / account holder | $303 | $9,693-96.9% | $8,261-96.3% | $12,624-97.6% |