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 | $138,342 | $99,985+38.4% | $146,665-5.7% | $85,850+61.1% |
| Participation rate | 86.6% | 73.1%+13.5pp | 80.1%+6.5pp | 69.3%+17.3pp |
| Annual return | 46.27% | 18.93%+27.3pp | 22.74%+23.5pp | 318.53%-272.3pp |
| Employer contribution / active EE | $0 | $2,559-100.0% | $4,136-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $6,357 | $4,006+58.7% | $5,506+15.5% | $3,952+60.9% |
| Admin fee / account holder | $2,663 | $7,702-65.4% | $10,280-74.1% | $6,260-57.5% |