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 | $83,670 | $171,865-51.3% | $149,718-44.1% | $147,584-43.3% |
| Participation rate | 92.9% | 88.2%+4.7pp | 87.1%+5.8pp | 82.8%+10.0pp |
| Annual return | 18.88% | 2113.22%-2094.3pp | 1501.63%-1482.8pp | 578.55%-559.7pp |
| Employer contribution / active EE | $1,213 | $6,275-80.7% | $5,445-77.7% | $4,876-75.1% |
| Participant deferral / active EE | $9,481 | $7,271+30.4% | $6,569+44.3% | $5,439+74.3% |
| Admin fee / account holder | $578 | $13,799-95.8% | $11,283-94.9% | $10,885-94.7% |