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 | $22,793 | $65,409-65.2% | $98,442-76.8% | $85,850-73.5% |
| Participation rate | 87.1% | 65.0%+22.1pp | 73.3%+13.8pp | 69.3%+17.8pp |
| Annual return | 14.48% | 21.76%-7.3pp | 1492.73%-1478.2pp | 318.53%-304.1pp |
| Employer contribution / active EE | $0 | $2,168-100.0% | $2,960-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,215 | $3,166+1.5% | $4,276-24.8% | $3,952-18.6% |
| Admin fee / account holder | $613 | $4,593-86.6% | $5,949-89.7% | $6,260-90.2% |