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 | $121,833 | $202,318-39.8% | $172,739-29.5% | $152,861-20.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 14.88% | 1029.65%-1014.8pp | 802.84%-788.0pp | 345.32%-330.4pp |
| Employer contribution / active EE | $554 | $5,856-90.5% | $5,143-89.2% | $4,762-88.4% |
| Participant deferral / active EE | $25,000 | $5,948+320.3% | $5,198+381.0% | $5,850+327.3% |
| Admin fee / account holder | $1,358 | $17,109-92.1% | $13,954-90.3% | $11,596-88.3% |