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 | $143,653 | $102,317+40.4% | $146,958-2.2% | $80,856+77.7% |
| Participation rate | 79.3% | 75.8%+3.5pp | 82.2%-2.8pp | 67.6%+11.7pp |
| Annual return | 16.22% | 134.76%-118.5pp | 418.34%-402.1pp | 35.59%-19.4pp |
| Employer contribution / active EE | $315 | $3,713-91.5% | $4,933-93.6% | $2,755-88.6% |
| Participant deferral / active EE | $7,397 | $6,644+11.3% | $8,070-8.3% | $4,296+72.2% |
| Admin fee / account holder | $1,500 | $7,941-81.1% | $12,998-88.5% | $6,918-78.3% |