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 | $56,441 | $105,181-46.3% | $159,436-64.6% | $85,850-34.3% |
| Participation rate | 94.6% | 75.8%+18.8pp | 82.8%+11.7pp | 69.3%+25.3pp |
| Annual return | 15.52% | 45.07%-29.6pp | 263.57%-248.0pp | 318.53%-303.0pp |
| Employer contribution / active EE | $0 | $3,318-100.0% | $4,829-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $7,840 | $5,945+31.9% | $7,352+6.6% | $3,952+98.4% |
| Admin fee / account holder | $4,188 | $6,933-39.6% | $10,799-61.2% | $6,260-33.1% |