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 | $144,554 | $100,041+44.5% | $149,718-3.4% | $70,131+106.1% |
| Participation rate | 83.7% | 83.6%+0.1pp | 87.1%-3.4pp | 69.5%+14.1pp |
| Annual return | 17.69% | 27.43%-9.7pp | 1501.63%-1483.9pp | 73.14%-55.4pp |
| Employer contribution / active EE | $0 | $3,662-100.0% | $5,445-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $12,162 | $4,983+144.1% | $6,569+85.1% | $3,332+265.0% |
| Admin fee / account holder | $3,991 | $8,286-51.8% | $11,283-64.6% | $4,645-14.1% |