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 | $128,176 | $150,440-14.8% | $136,294-6.0% | $147,584-13.2% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 17.75% | 1049.08%-1031.3pp | 5155.94%-5138.2pp | 578.55%-560.8pp |
| Employer contribution / active EE | $116 | $5,256-97.8% | $4,695-97.5% | $4,876-97.6% |
| Participant deferral / active EE | $3,929 | $6,630-40.7% | $6,247-37.1% | $5,439-27.8% |
| Admin fee / account holder | $10,299 | $10,905-5.6% | $9,243+11.4% | $10,885-5.4% |