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 | $195,940 | $202,318-3.2% | $172,739+13.4% | $152,861+28.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 13.50% | 1029.65%-1016.2pp | 802.84%-789.3pp | 345.32%-331.8pp |
| Employer contribution / active EE | $699 | $5,856-88.1% | $5,143-86.4% | $4,762-85.3% |
| Participant deferral / active EE | $5,710 | $5,948-4.0% | $5,198+9.9% | $5,850-2.4% |
| Admin fee / account holder | $655 | $17,109-96.2% | $13,954-95.3% | $11,596-94.3% |