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 | $135,629 | $150,440-9.8% | $136,294-0.5% | $147,584-8.1% |
| Participation rate | 88.2% | 84.4%+3.8pp | 81.9%+6.3pp | 82.8%+5.4pp |
| Annual return | 16.43% | 1049.08%-1032.7pp | 5155.94%-5139.5pp | 578.55%-562.1pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,695-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $8,197 | $6,630+23.6% | $6,247+31.2% | $5,439+50.7% |
| Admin fee / account holder | $543 | $10,905-95.0% | $9,243-94.1% | $10,885-95.0% |