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 | $61,121 | $150,440-59.4% | $136,294-55.2% | $147,584-58.6% |
| Participation rate | 70.6% | 84.4%-13.8pp | 81.9%-11.3pp | 82.8%-12.2pp |
| Annual return | 18.77% | 1049.08%-1030.3pp | 5155.94%-5137.2pp | 578.55%-559.8pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,695-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,217 | $6,630-51.5% | $6,247-48.5% | $5,439-40.9% |
| Admin fee / account holder | $2,927 | $10,905-73.2% | $9,243-68.3% | $10,885-73.1% |