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 | $110,879 | $209,832-47.2% | $189,513-41.5% | $167,490-33.8% |
| Participation rate | 83.3% | 88.7%-5.3pp | 87.8%-4.5pp | 82.1%+1.2pp |
| Annual return | 16.83% | 748.27%-731.4pp | 555.15%-538.3pp | 478.56%-461.7pp |
| Employer contribution / active EE | $1,367 | $6,914-80.2% | $6,162-77.8% | $4,837-71.7% |
| Participant deferral / active EE | $10,054 | $8,935+12.5% | $8,221+22.3% | $6,341+58.5% |
| Admin fee / account holder | $443 | $14,293-96.9% | $12,045-96.3% | $12,309-96.4% |