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 | $36,343 | $202,318-82.0% | $172,739-79.0% | $152,861-76.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 18.87% | 1029.65%-1010.8pp | 802.84%-784.0pp | 345.32%-326.4pp |
| Employer contribution / active EE | $1,103 | $5,856-81.2% | $5,143-78.5% | $4,762-76.8% |
| Participant deferral / active EE | $8,643 | $5,948+45.3% | $5,198+66.3% | $5,850+47.7% |
| Admin fee / account holder | $22,506 | $17,109+31.5% | $13,954+61.3% | $11,596+94.1% |