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 | $129,669 | $105,998+22.3% | $92,233+40.6% | $147,584-12.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 11.49% | 50.05%-38.6pp | 176.28%-164.8pp | 578.55%-567.1pp |
| Employer contribution / active EE | $382 | $4,333-91.2% | $3,679-89.6% | $4,876-92.2% |
| Participant deferral / active EE | $1,420 | $4,478-68.3% | $3,897-63.6% | $5,439-73.9% |
| Admin fee / account holder | $3,072 | $6,332-51.5% | $5,194-40.9% | $10,885-71.8% |