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 | $63,579 | $88,751-28.4% | $81,812-22.3% | $145,922-56.4% |
| Participation rate | 87.5% | 75.0%+12.5pp | 72.3%+15.2pp | 80.3%+7.2pp |
| Annual return | 33.31% | 1025.40%-992.1pp | 773.79%-740.5pp | 561.29%-528.0pp |
| Employer contribution / active EE | $235 | $3,083-92.4% | $2,912-91.9% | $4,660-94.9% |
| Participant deferral / active EE | $1,355 | $4,643-70.8% | $4,319-68.6% | $6,688-79.7% |
| Admin fee / account holder | $377 | $8,415-95.5% | $7,386-94.9% | $13,397-97.2% |