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 | $158,150 | $209,832-24.6% | $189,513-16.5% | $167,490-5.6% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 21.33% | 748.27%-726.9pp | 555.15%-533.8pp | 478.56%-457.2pp |
| Employer contribution / active EE | $1,495 | $6,914-78.4% | $6,162-75.7% | $4,837-69.1% |
| Participant deferral / active EE | $15,566 | $8,935+74.2% | $8,221+89.3% | $6,341+145.5% |
| Admin fee / account holder | $323 | $14,293-97.7% | $12,045-97.3% | $12,309-97.4% |