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 | $82,063 | $202,318-59.4% | $172,739-52.5% | $152,861-46.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 27.08% | 1029.65%-1002.6pp | 802.84%-775.8pp | 345.32%-318.2pp |
| Employer contribution / active EE | $834 | $5,856-85.8% | $5,143-83.8% | $4,762-82.5% |
| Participant deferral / active EE | $7,327 | $5,948+23.2% | $5,198+41.0% | $5,850+25.2% |
| Admin fee / account holder | $1,053 | $17,109-93.8% | $13,954-92.5% | $11,596-90.9% |