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 7-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 | $78,579 | $142,405-44.8% | $115,157-31.8% | $152,861-48.6% |
| Participation rate | 80.0% | 82.4%-2.4pp | 75.9%+4.1pp | 82.4%-2.4pp |
| Annual return | 59464.42% | 41.48%+59422.9pp | 35.60%+59428.8pp | 345.32%+59119.1pp |
| Employer contribution / active EE | $772 | $4,010-80.8% | $3,179-75.7% | $4,762-83.8% |
| Participant deferral / active EE | $4,026 | $5,164-22.0% | $4,168-3.4% | $5,850-31.2% |
| Admin fee / account holder | $605 | $8,462-92.9% | $7,088-91.5% | $11,596-94.8% |