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 | $113,878 | $202,318-43.7% | $172,739-34.1% | $152,861-25.5% |
| Participation rate | 85.7% | 87.1%-1.3pp | 82.6%+3.1pp | 82.4%+3.3pp |
| Annual return | 22.16% | 1029.65%-1007.5pp | 802.84%-780.7pp | 345.32%-323.2pp |
| Employer contribution / active EE | $419 | $5,856-92.8% | $5,143-91.8% | $4,762-91.2% |
| Participant deferral / active EE | $6,359 | $5,948+6.9% | $5,198+22.3% | $5,850+8.7% |
| Admin fee / account holder | $456 | $17,109-97.3% | $13,954-96.7% | $11,596-96.1% |