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 | $223,365 | $202,318+10.4% | $172,739+29.3% | $152,861+46.1% |
| Participation rate | 76.9% | 87.1%-10.1pp | 82.6%-5.7pp | 82.4%-5.5pp |
| Annual return | 20.58% | 1029.65%-1009.1pp | 802.84%-782.3pp | 345.32%-324.7pp |
| Employer contribution / active EE | $988 | $5,856-83.1% | $5,143-80.8% | $4,762-79.3% |
| Participant deferral / active EE | $4,250 | $5,948-28.5% | $5,198-18.2% | $5,850-27.4% |
| Admin fee / account holder | $5,228 | $17,109-69.4% | $13,954-62.5% | $11,596-54.9% |