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 | $85,228 | $171,865-50.4% | $149,718-43.1% | $147,584-42.3% |
| Participation rate | 90.5% | 88.2%+2.3pp | 87.1%+3.4pp | 82.8%+7.6pp |
| Annual return | 19.27% | 2113.22%-2093.9pp | 1501.63%-1482.4pp | 578.55%-559.3pp |
| Employer contribution / active EE | $685 | $6,275-89.1% | $5,445-87.4% | $4,876-86.0% |
| Participant deferral / active EE | $5,955 | $7,271-18.1% | $6,569-9.4% | $5,439+9.5% |
| Admin fee / account holder | $1,332 | $13,799-90.3% | $11,283-88.2% | $10,885-87.8% |