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 | $50,820 | $202,318-74.9% | $172,739-70.6% | $152,861-66.8% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.4%-7.4pp |
| Annual return | 19.64% | 1029.65%-1010.0pp | 802.84%-783.2pp | 345.32%-325.7pp |
| Employer contribution / active EE | $926 | $5,856-84.2% | $5,143-82.0% | $4,762-80.6% |
| Participant deferral / active EE | $6,125 | $5,948+3.0% | $5,198+17.8% | $5,850+4.7% |
| Admin fee / account holder | $1,614 | $17,109-90.6% | $13,954-88.4% | $11,596-86.1% |