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 3-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 | $192,279 | $117,841+63.2% | $102,423+87.7% | $145,922+31.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 9590.04% | 31.65%+9558.4pp | 29.32%+9560.7pp | 561.29%+9028.8pp |
| Employer contribution / active EE | $818 | $3,615-77.4% | $3,023-72.9% | $4,660-82.4% |
| Participant deferral / active EE | $4,586 | $5,731-20.0% | $5,053-9.2% | $6,688-31.4% |
| Admin fee / account holder | $8,247 | $13,326-38.1% | $9,451-12.7% | $13,397-38.4% |