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 | $22,989 | $185,200-87.6% | $142,863-83.9% | $167,490-86.3% |
| Participation rate | 87.0% | 78.4%+8.5pp | 71.9%+15.0pp | 82.1%+4.9pp |
| Annual return | 12.32% | 8555.70%-8543.4pp | 5637.54%-5625.2pp | 478.56%-466.2pp |
| Employer contribution / active EE | $0 | $5,604-100.0% | $4,144-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $746 | $4,494-83.4% | $3,837-80.5% | $6,341-88.2% |
| Admin fee / account holder | $662 | $8,031-91.8% | $6,560-89.9% | $12,309-94.6% |