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 | $41,242 | $101,317-59.3% | $146,958-71.9% | $74,495-44.6% |
| Participation rate | 80.7% | 75.5%+5.2pp | 82.2%-1.5pp | 67.2%+13.5pp |
| Annual return | 66.56% | 8730.91%-8664.4pp | 418.34%-351.8pp | 1364.94%-1298.4pp |
| Employer contribution / active EE | $805 | $3,810-78.9% | $4,933-83.7% | $2,623-69.3% |
| Participant deferral / active EE | $5,514 | $7,303-24.5% | $8,070-31.7% | $4,346+26.9% |
| Admin fee / account holder | $4,682 | $1,739+169.3% | $12,998-64.0% | $1,942+141.1% |