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 | $27,240 | $150,440-81.9% | $136,294-80.0% | $147,584-81.5% |
| Participation rate | 76.9% | 84.4%-7.5pp | 81.9%-5.0pp | 82.8%-5.9pp |
| Annual return | 31.14% | 1049.08%-1017.9pp | 5155.94%-5124.8pp | 578.55%-547.4pp |
| Employer contribution / active EE | $866 | $5,256-83.5% | $4,695-81.6% | $4,876-82.2% |
| Participant deferral / active EE | $6,356 | $6,630-4.1% | $6,247+1.7% | $5,439+16.9% |
| Admin fee / account holder | $2,226 | $10,905-79.6% | $9,243-75.9% | $10,885-79.5% |