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 5-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 | $63,338 | $209,832-69.8% | $189,513-66.6% | $167,490-62.2% |
| Participation rate | 83.3% | 88.7%-5.3pp | 87.8%-4.5pp | 82.1%+1.2pp |
| Annual return | 67.65% | 748.27%-680.6pp | 555.15%-487.5pp | 478.56%-410.9pp |
| Employer contribution / active EE | $887 | $6,914-87.2% | $6,162-85.6% | $4,837-81.7% |
| Participant deferral / active EE | $4,368 | $8,935-51.1% | $8,221-46.9% | $6,341-31.1% |
| Admin fee / account holder | $28,270 | $14,293+97.8% | $12,045+134.7% | $12,309+129.7% |