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 | $41,600 | $202,318-79.4% | $172,739-75.9% | $152,861-72.8% |
| Participation rate | 79.2% | 87.1%-7.9pp | 82.6%-3.5pp | 82.4%-3.3pp |
| Annual return | 24.89% | 1029.65%-1004.8pp | 802.84%-777.9pp | 345.32%-320.4pp |
| Employer contribution / active EE | $963 | $5,856-83.6% | $5,143-81.3% | $4,762-79.8% |
| Participant deferral / active EE | $5,180 | $5,948-12.9% | $5,198-0.3% | $5,850-11.5% |
| Admin fee / account holder | $1,679 | $17,109-90.2% | $13,954-88.0% | $11,596-85.5% |