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 | $58,530 | $202,318-71.1% | $172,739-66.1% | $152,861-61.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 20.32% | 1029.65%-1009.3pp | 802.84%-782.5pp | 345.32%-325.0pp |
| Employer contribution / active EE | $1,225 | $5,856-79.1% | $5,143-76.2% | $4,762-74.3% |
| Participant deferral / active EE | $3,450 | $5,948-42.0% | $5,198-33.6% | $5,850-41.0% |
| Admin fee / account holder | $1,129 | $17,109-93.4% | $13,954-91.9% | $11,596-90.3% |