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 | $124,288 | $171,865-27.7% | $149,718-17.0% | $147,584-15.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 20.12% | 2113.22%-2093.1pp | 1501.63%-1481.5pp | 578.55%-558.4pp |
| Employer contribution / active EE | $992 | $6,275-84.2% | $5,445-81.8% | $4,876-79.7% |
| Participant deferral / active EE | $10,646 | $7,271+46.4% | $6,569+62.1% | $5,439+95.7% |
| Admin fee / account holder | $553 | $13,799-96.0% | $11,283-95.1% | $10,885-94.9% |