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 | $130,485 | $209,832-37.8% | $189,513-31.1% | $167,490-22.1% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 16.78% | 748.27%-731.5pp | 555.15%-538.4pp | 478.56%-461.8pp |
| Employer contribution / active EE | $653 | $6,914-90.6% | $6,162-89.4% | $4,837-86.5% |
| Participant deferral / active EE | $18,533 | $8,935+107.4% | $8,221+125.4% | $6,341+192.3% |
| Admin fee / account holder | $25,933 | $14,293+81.4% | $12,045+115.3% | $12,309+110.7% |