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 | $82,888 | $150,440-44.9% | $136,294-39.2% | $147,584-43.8% |
| Participation rate | 72.7% | 84.4%-11.7pp | 81.9%-9.2pp | 82.8%-10.1pp |
| Annual return | 16.39% | 1049.08%-1032.7pp | 5155.94%-5139.5pp | 578.55%-562.2pp |
| Employer contribution / active EE | $821 | $5,256-84.4% | $4,695-82.5% | $4,876-83.2% |
| Participant deferral / active EE | $3,898 | $6,630-41.2% | $6,247-37.6% | $5,439-28.3% |
| Admin fee / account holder | $4,686 | $10,905-57.0% | $9,243-49.3% | $10,885-56.9% |