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 | $199,643 | $202,318-1.3% | $172,739+15.6% | $152,861+30.6% |
| Participation rate | 88.9% | 87.1%+1.8pp | 82.6%+6.2pp | 82.4%+6.4pp |
| Annual return | 15.52% | 1029.65%-1014.1pp | 802.84%-787.3pp | 345.32%-329.8pp |
| Employer contribution / active EE | $1,128 | $5,856-80.7% | $5,143-78.1% | $4,762-76.3% |
| Participant deferral / active EE | $4,487 | $5,948-24.6% | $5,198-13.7% | $5,850-23.3% |
| Admin fee / account holder | $645 | $17,109-96.2% | $13,954-95.4% | $11,596-94.4% |