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 | $63,293 | $202,318-68.7% | $172,739-63.4% | $152,861-58.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 19.58% | 1029.65%-1010.1pp | 802.84%-783.3pp | 345.32%-325.7pp |
| Employer contribution / active EE | $1,205 | $5,856-79.4% | $5,143-76.6% | $4,762-74.7% |
| Participant deferral / active EE | $10,218 | $5,948+71.8% | $5,198+96.6% | $5,850+74.7% |
| Admin fee / account holder | $1,327 | $17,109-92.2% | $13,954-90.5% | $11,596-88.6% |