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 | $138,780 | $83,902+65.4% | $167,512-17.2% | $84,808+63.6% |
| Participation rate | 85.3% | 66.5%+18.9pp | 77.1%+8.3pp | 68.3%+17.0pp |
| Annual return | 18.60% | 91.55%-72.9pp | 1615.79%-1597.2pp | 40.90%-22.3pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,882-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $9,258 | $4,442+108.4% | $6,405+44.5% | $4,212+119.8% |
| Admin fee / account holder | $2,634 | $7,915-66.7% | $9,769-73.0% | $7,344-64.1% |