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 | $98,086 | $171,865-42.9% | $149,718-34.5% | $147,584-33.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 10.95% | 2113.22%-2102.3pp | 1501.63%-1490.7pp | 578.55%-567.6pp |
| Employer contribution / active EE | $899 | $6,275-85.7% | $5,445-83.5% | $4,876-81.6% |
| Participant deferral / active EE | $10,130 | $7,271+39.3% | $6,569+54.2% | $5,439+86.3% |
| Admin fee / account holder | $33,333 | $13,799+141.6% | $11,283+195.4% | $10,885+206.2% |