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 | $106,975 | $183,963-41.8% | $162,163-34.0% | $152,861-30.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 19.02% | 150.76%-131.7pp | 115.59%-96.6pp | 345.32%-326.3pp |
| Employer contribution / active EE | $1,028 | $6,371-83.9% | $5,614-81.7% | $4,762-78.4% |
| Participant deferral / active EE | $8,818 | $8,034+9.8% | $7,298+20.8% | $5,850+50.7% |
| Admin fee / account holder | $24,161 | $13,121+84.1% | $10,843+122.8% | $11,596+108.4% |