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 | $236,668 | $171,865+37.7% | $149,718+58.1% | $147,584+60.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 9.68% | 2113.22%-2103.5pp | 1501.63%-1491.9pp | 578.55%-568.9pp |
| Employer contribution / active EE | $1,027 | $6,275-83.6% | $5,445-81.1% | $4,876-78.9% |
| Participant deferral / active EE | $10,350 | $7,271+42.4% | $6,569+57.6% | $5,439+90.3% |
| Admin fee / account holder | $71,152 | $13,799+415.6% | $11,283+530.6% | $10,885+553.7% |