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 | $51,260 | $202,318-74.7% | $172,739-70.3% | $152,861-66.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 14.53% | 1029.65%-1015.1pp | 802.84%-788.3pp | 345.32%-330.8pp |
| Employer contribution / active EE | $565 | $5,856-90.4% | $5,143-89.0% | $4,762-88.1% |
| Participant deferral / active EE | $4,547 | $5,948-23.6% | $5,198-12.5% | $5,850-22.3% |
| Admin fee / account holder | $1,015 | $17,109-94.1% | $13,954-92.7% | $11,596-91.2% |