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 | $77,259 | $150,440-48.6% | $136,294-43.3% | $147,584-47.7% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 12.10% | 1049.08%-1037.0pp | 5155.94%-5143.8pp | 578.55%-566.5pp |
| Employer contribution / active EE | $440 | $5,256-91.6% | $4,695-90.6% | $4,876-91.0% |
| Participant deferral / active EE | $9,955 | $6,630+50.1% | $6,247+59.3% | $5,439+83.0% |
| Admin fee / account holder | $13,954 | $10,905+28.0% | $9,243+51.0% | $10,885+28.2% |