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 | $31,993 | $100,852-68.3% | $90,404-64.6% | $158,922-79.9% |
| Participation rate | 77.8% | 75.0%+2.8pp | 72.7%+5.1pp | 82.0%-4.2pp |
| Annual return | 11.62% | 1724.20%-1712.6pp | 1293.02%-1281.4pp | 302.83%-291.2pp |
| Employer contribution / active EE | $0 | $3,689-100.0% | $3,262-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,903 | $4,348-56.2% | $3,963-52.0% | $5,982-68.2% |
| Admin fee / account holder | $1,026 | $6,501-84.2% | $5,611-81.7% | $11,246-90.9% |