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 | $117,717 | $150,440-21.8% | $136,294-13.6% | $147,584-20.2% |
| Participation rate | 81.3% | 84.4%-3.2pp | 81.9%-0.7pp | 82.8%-1.6pp |
| Annual return | 12.45% | 1049.08%-1036.6pp | 5155.94%-5143.5pp | 578.55%-566.1pp |
| Employer contribution / active EE | $436 | $5,256-91.7% | $4,695-90.7% | $4,876-91.1% |
| Participant deferral / active EE | $2,653 | $6,630-60.0% | $6,247-57.5% | $5,439-51.2% |
| Admin fee / account holder | $2,643 | $10,905-75.8% | $9,243-71.4% | $10,885-75.7% |