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 | $53,990 | $65,561-17.7% | $86,188-37.4% | $75,163-28.2% |
| Participation rate | 82.8% | 60.5%+22.3pp | 69.0%+13.8pp | 67.2%+15.6pp |
| Annual return | 16.77% | 46.05%-29.3pp | 1168.45%-1151.7pp | 160.62%-143.8pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,380-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $4,768 | $3,024+57.7% | $3,985+19.7% | $4,125+15.6% |
| Admin fee / account holder | $13,954 | $5,474+154.9% | $6,852+103.7% | $5,651+146.9% |