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 | $73,911 | $102,317-27.8% | $146,958-49.7% | $80,856-8.6% |
| Participation rate | 77.4% | 75.8%+1.6pp | 82.2%-4.7pp | 67.6%+9.8pp |
| Annual return | 16.83% | 134.76%-117.9pp | 418.34%-401.5pp | 35.59%-18.8pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $4,217 | $6,644-36.5% | $8,070-47.8% | $4,296-1.8% |
| Admin fee / account holder | $2,453 | $7,941-69.1% | $12,998-81.1% | $6,918-64.5% |