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 | $48,035 | $70,756-32.1% | $65,493-26.7% | $142,382-66.3% |
| Participation rate | 83.3% | 77.4%+6.0pp | 73.1%+10.2pp | 80.1%+3.2pp |
| Annual return | 12.01% | 1754.89%-1742.9pp | 982.45%-970.4pp | 217.08%-205.1pp |
| Employer contribution / active EE | $0 | $2,881-100.0% | $2,574-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $999 | $4,637-78.5% | $3,961-74.8% | $6,507-84.7% |
| Admin fee / account holder | $123,090 | $6,559+1776.6% | $5,028+2348.0% | $12,624+875.1% |