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 | $242,170 | $202,318+19.7% | $172,739+40.2% | $152,861+58.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 18.84% | 1029.65%-1010.8pp | 802.84%-784.0pp | 345.32%-326.5pp |
| Employer contribution / active EE | $102 | $5,856-98.3% | $5,143-98.0% | $4,762-97.9% |
| Participant deferral / active EE | $7,103 | $5,948+19.4% | $5,198+36.7% | $5,850+21.4% |
| Admin fee / account holder | $15,080 | $17,109-11.9% | $13,954+8.1% | $11,596+30.0% |