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 | $39,258 | $202,318-80.6% | $172,739-77.3% | $152,861-74.3% |
| Participation rate | 71.4% | 87.1%-15.6pp | 82.6%-11.2pp | 82.4%-11.0pp |
| Annual return | 25.85% | 1029.65%-1003.8pp | 802.84%-777.0pp | 345.32%-319.5pp |
| Employer contribution / active EE | $1,093 | $5,856-81.3% | $5,143-78.8% | $4,762-77.1% |
| Participant deferral / active EE | $3,967 | $5,948-33.3% | $5,198-23.7% | $5,850-32.2% |
| Admin fee / account holder | $1,687 | $17,109-90.1% | $13,954-87.9% | $11,596-85.5% |