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 | $155,987 | $150,440+3.7% | $136,294+14.4% | $147,584+5.7% |
| Participation rate | 70.8% | 84.4%-13.6pp | 81.9%-11.1pp | 82.8%-12.0pp |
| Annual return | 18.55% | 1049.08%-1030.5pp | 5155.94%-5137.4pp | 578.55%-560.0pp |
| Employer contribution / active EE | $15 | $5,256-99.7% | $4,695-99.7% | $4,876-99.7% |
| Participant deferral / active EE | $7,380 | $6,630+11.3% | $6,247+18.1% | $5,439+35.7% |
| Admin fee / account holder | $1,703 | $10,905-84.4% | $9,243-81.6% | $10,885-84.4% |