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 | $63,180 | $63,346-0.3% | $92,233-31.5% | $70,131-9.9% |
| Participation rate | 93.9% | 68.7%+25.2pp | 76.5%+17.4pp | 69.5%+24.3pp |
| Annual return | 13.45% | 530.12%-516.7pp | 176.28%-162.8pp | 73.14%-59.7pp |
| Employer contribution / active EE | $216 | $2,471-91.3% | $3,679-94.1% | $2,342-90.8% |
| Participant deferral / active EE | $4,200 | $2,854+47.2% | $3,897+7.8% | $3,332+26.1% |
| Admin fee / account holder | $1,558 | $3,840-59.4% | $5,194-70.0% | $4,645-66.5% |