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 | $95,763 | $150,440-36.3% | $136,294-29.7% | $147,584-35.1% |
| Participation rate | 78.6% | 84.4%-5.9pp | 81.9%-3.3pp | 82.8%-4.3pp |
| Annual return | 14.08% | 1049.08%-1035.0pp | 5155.94%-5141.9pp | 578.55%-564.5pp |
| Employer contribution / active EE | $701 | $5,256-86.7% | $4,695-85.1% | $4,876-85.6% |
| Participant deferral / active EE | $2,321 | $6,630-65.0% | $6,247-62.8% | $5,439-57.3% |
| Admin fee / account holder | $29,987 | $10,905+175.0% | $9,243+224.4% | $10,885+175.5% |