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 | $66,553 | $171,865-61.3% | $149,718-55.5% | $147,584-54.9% |
| Participation rate | 82.6% | 88.2%-5.6pp | 87.1%-4.5pp | 82.8%-0.2pp |
| Annual return | 12.73% | 2113.22%-2100.5pp | 1501.63%-1488.9pp | 578.55%-565.8pp |
| Employer contribution / active EE | $769 | $6,275-87.7% | $5,445-85.9% | $4,876-84.2% |
| Participant deferral / active EE | $3,797 | $7,271-47.8% | $6,569-42.2% | $5,439-30.2% |
| Admin fee / account holder | $2,523 | $13,799-81.7% | $11,283-77.6% | $10,885-76.8% |