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 | $35,477 | $202,318-82.5% | $172,739-79.5% | $152,861-76.8% |
| Participation rate | 78.6% | 87.1%-8.5pp | 82.6%-4.1pp | 82.4%-3.9pp |
| Annual return | 20.50% | 1029.65%-1009.2pp | 802.84%-782.3pp | 345.32%-324.8pp |
| Employer contribution / active EE | $601 | $5,856-89.7% | $5,143-88.3% | $4,762-87.4% |
| Participant deferral / active EE | $2,464 | $5,948-58.6% | $5,198-52.6% | $5,850-57.9% |
| Admin fee / account holder | $4,584 | $17,109-73.2% | $13,954-67.1% | $11,596-60.5% |