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 | $99,424 | $189,613-47.6% | $167,512-40.6% | $142,382-30.2% |
| Participation rate | 94.1% | 80.1%+14.0pp | 77.1%+17.1pp | 80.1%+14.0pp |
| Annual return | 14.33% | 2024.68%-2010.4pp | 1615.79%-1601.5pp | 217.08%-202.7pp |
| Employer contribution / active EE | $451 | $4,349-89.6% | $3,882-88.4% | $4,299-89.5% |
| Participant deferral / active EE | $5,171 | $6,981-25.9% | $6,405-19.3% | $6,507-20.5% |
| Admin fee / account holder | $1,281 | $10,528-87.8% | $9,769-86.9% | $12,624-89.9% |