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 | $55,131 | $104,486-47.2% | $76,817-28.2% | $152,861-63.9% |
| Participation rate | 81.8% | 76.6%+5.2pp | 72.1%+9.7pp | 82.4%-0.6pp |
| Annual return | 17.78% | 1013.37%-995.6pp | 1166.11%-1148.3pp | 345.32%-327.5pp |
| Employer contribution / active EE | $0 | $3,116-100.0% | $2,302-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,231 | $4,236-47.3% | $3,336-33.1% | $5,850-61.9% |
| Admin fee / account holder | $427 | $12,275-96.5% | $6,420-93.4% | $11,596-96.3% |