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 | $105,571 | $150,440-29.8% | $136,294-22.5% | $147,584-28.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 13.32% | 1049.08%-1035.8pp | 5155.94%-5142.6pp | 578.55%-565.2pp |
| Employer contribution / active EE | $838 | $5,256-84.1% | $4,695-82.1% | $4,876-82.8% |
| Participant deferral / active EE | $4,867 | $6,630-26.6% | $6,247-22.1% | $5,439-10.5% |
| Admin fee / account holder | $1,144 | $10,905-89.5% | $9,243-87.6% | $10,885-89.5% |