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 | $102,400 | $209,832-51.2% | $189,513-46.0% | $167,490-38.9% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 13.21% | 748.27%-735.1pp | 555.15%-541.9pp | 478.56%-465.3pp |
| Employer contribution / active EE | $494 | $6,914-92.9% | $6,162-92.0% | $4,837-89.8% |
| Participant deferral / active EE | $6,600 | $8,935-26.1% | $8,221-19.7% | $6,341+4.1% |
| Admin fee / account holder | $1,100 | $14,293-92.3% | $12,045-90.9% | $12,309-91.1% |