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 | $48,043 | $100,852-52.4% | $90,404-46.9% | $158,922-69.8% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.7%+7.3pp | 82.0%-2.0pp |
| Annual return | 8.71% | 1724.20%-1715.5pp | 1293.02%-1284.3pp | 302.83%-294.1pp |
| Employer contribution / active EE | $18 | $3,689-99.5% | $3,262-99.4% | $4,761-99.6% |
| Participant deferral / active EE | $3,664 | $4,348-15.7% | $3,963-7.6% | $5,982-38.8% |
| Admin fee / account holder | $7,263 | $6,501+11.7% | $5,611+29.4% | $11,246-35.4% |