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 | $71,206 | $100,852-29.4% | $90,404-21.2% | $158,922-55.2% |
| Participation rate | 89.5% | 75.0%+14.5pp | 72.7%+16.8pp | 82.0%+7.5pp |
| Annual return | 10.57% | 1724.20%-1713.6pp | 1293.02%-1282.4pp | 302.83%-292.3pp |
| Employer contribution / active EE | $0 | $3,689-100.0% | $3,262-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $6,422 | $4,348+47.7% | $3,963+62.0% | $5,982+7.3% |
| Admin fee / account holder | $19,096 | $6,501+193.7% | $5,611+240.3% | $11,246+69.8% |