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 | $39,742 | $171,865-76.9% | $149,718-73.5% | $147,584-73.1% |
| Participation rate | 95.5% | 88.2%+7.3pp | 87.1%+8.4pp | 82.8%+12.6pp |
| Annual return | 14.57% | 2113.22%-2098.6pp | 1501.63%-1487.1pp | 578.55%-564.0pp |
| Employer contribution / active EE | $952 | $6,275-84.8% | $5,445-82.5% | $4,876-80.5% |
| Participant deferral / active EE | $3,038 | $7,271-58.2% | $6,569-53.8% | $5,439-44.1% |
| Admin fee / account holder | $1,552 | $13,799-88.8% | $11,283-86.2% | $10,885-85.7% |