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 | $41,095 | $202,318-79.7% | $172,739-76.2% | $152,861-73.1% |
| Participation rate | 85.7% | 87.1%-1.3pp | 82.6%+3.1pp | 82.4%+3.3pp |
| Annual return | 19.20% | 1029.65%-1010.4pp | 802.84%-783.6pp | 345.32%-326.1pp |
| Employer contribution / active EE | $147 | $5,856-97.5% | $5,143-97.1% | $4,762-96.9% |
| Participant deferral / active EE | $11,033 | $5,948+85.5% | $5,198+112.3% | $5,850+88.6% |
| Admin fee / account holder | $860 | $17,109-95.0% | $13,954-93.8% | $11,596-92.6% |