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 | $51,755 | $72,400-28.5% | $67,502-23.3% | $145,922-64.5% |
| Participation rate | 93.8% | 76.9%+16.9pp | 72.9%+20.9pp | 80.3%+13.5pp |
| Annual return | 14.33% | 7182.46%-7168.1pp | 3512.12%-3497.8pp | 561.29%-547.0pp |
| Employer contribution / active EE | $0 | $3,069-100.0% | $2,731-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $2,321 | $4,783-51.5% | $4,000-42.0% | $6,688-65.3% |
| Admin fee / account holder | $3,689 | $5,539-33.4% | $3,998-7.7% | $13,397-72.5% |