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 | $175,453 | $150,440+16.6% | $136,294+28.7% | $147,584+18.9% |
| Participation rate | 76.5% | 84.4%-8.0pp | 81.9%-5.5pp | 82.8%-6.4pp |
| Annual return | 16.07% | 1049.08%-1033.0pp | 5155.94%-5139.9pp | 578.55%-562.5pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,695-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,846 | $6,630-57.1% | $6,247-54.4% | $5,439-47.7% |
| Admin fee / account holder | $5,520 | $10,905-49.4% | $9,243-40.3% | $10,885-49.3% |