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 | $71,570 | $150,440-52.4% | $136,294-47.5% | $147,584-51.5% |
| Participation rate | 90.5% | 84.4%+6.1pp | 81.9%+8.6pp | 82.8%+7.6pp |
| Annual return | 14.37% | 1049.08%-1034.7pp | 5155.94%-5141.6pp | 578.55%-564.2pp |
| Employer contribution / active EE | $448 | $5,256-91.5% | $4,695-90.5% | $4,876-90.8% |
| Participant deferral / active EE | $4,482 | $6,630-32.4% | $6,247-28.3% | $5,439-17.6% |
| Admin fee / account holder | $30,771 | $10,905+182.2% | $9,243+232.9% | $10,885+182.7% |