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 | $63,728 | $171,865-62.9% | $149,718-57.4% | $147,584-56.8% |
| Participation rate | 84.6% | 88.2%-3.6pp | 87.1%-2.5pp | 82.8%+1.8pp |
| Annual return | 16.08% | 2113.22%-2097.1pp | 1501.63%-1485.6pp | 578.55%-562.5pp |
| Employer contribution / active EE | $1,284 | $6,275-79.5% | $5,445-76.4% | $4,876-73.7% |
| Participant deferral / active EE | $6,816 | $7,271-6.3% | $6,569+3.8% | $5,439+25.3% |
| Admin fee / account holder | $25,107 | $13,799+81.9% | $11,283+122.5% | $10,885+130.7% |