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 | $129,826 | $171,865-24.5% | $149,718-13.3% | $147,584-12.0% |
| Participation rate | 80.0% | 88.2%-8.2pp | 87.1%-7.1pp | 82.8%-2.8pp |
| Annual return | 15.67% | 2113.22%-2097.5pp | 1501.63%-1486.0pp | 578.55%-562.9pp |
| Employer contribution / active EE | $1,225 | $6,275-80.5% | $5,445-77.5% | $4,876-74.9% |
| Participant deferral / active EE | $6,001 | $7,271-17.5% | $6,569-8.6% | $5,439+10.3% |
| Admin fee / account holder | $315 | $13,799-97.7% | $11,283-97.2% | $10,885-97.1% |