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 | $131,012 | $171,865-23.8% | $149,718-12.5% | $147,584-11.2% |
| Participation rate | 78.9% | 88.2%-9.2pp | 87.1%-8.1pp | 82.8%-3.9pp |
| Annual return | 19.54% | 2113.22%-2093.7pp | 1501.63%-1482.1pp | 578.55%-559.0pp |
| Employer contribution / active EE | $147 | $6,275-97.7% | $5,445-97.3% | $4,876-97.0% |
| Participant deferral / active EE | $10,718 | $7,271+47.4% | $6,569+63.2% | $5,439+97.1% |
| Admin fee / account holder | $372 | $13,799-97.3% | $11,283-96.7% | $10,885-96.6% |