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 | $25,803 | $150,440-82.8% | $136,294-81.1% | $147,584-82.5% |
| Participation rate | 73.3% | 84.4%-11.1pp | 81.9%-8.6pp | 82.8%-9.5pp |
| Annual return | 12.72% | 1049.08%-1036.4pp | 5155.94%-5143.2pp | 578.55%-565.8pp |
| Employer contribution / active EE | $880 | $5,256-83.3% | $4,695-81.3% | $4,876-82.0% |
| Participant deferral / active EE | $4,070 | $6,630-38.6% | $6,247-34.9% | $5,439-25.2% |
| Admin fee / account holder | $6,695 | $10,905-38.6% | $9,243-27.6% | $10,885-38.5% |