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 | $113,806 | $109,982+3.5% | $97,226+17.1% | $145,922-22.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 13.33% | 242.90%-229.6pp | 75.13%-61.8pp | 561.29%-548.0pp |
| Employer contribution / active EE | $300 | $3,084-90.3% | $2,729-89.0% | $4,660-93.6% |
| Participant deferral / active EE | $750 | $4,676-84.0% | $4,264-82.4% | $6,688-88.8% |
| Admin fee / account holder | $197,227 | $6,221+3070.6% | $5,654+3388.6% | $13,397+1372.2% |