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 | $112,151 | $124,185-9.7% | $108,410+3.5% | $167,490-33.0% |
| Participation rate | 77.8% | 82.3%-4.5pp | 80.1%-2.4pp | 82.1%-4.3pp |
| Annual return | 28.61% | 1379.64%-1351.0pp | 905.27%-876.7pp | 478.56%-449.9pp |
| Employer contribution / active EE | $0 | $4,187-100.0% | $3,558-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $2,811 | $6,908-59.3% | $6,563-57.2% | $6,341-55.7% |
| Admin fee / account holder | $1,923 | $9,455-79.7% | $7,295-73.6% | $12,309-84.4% |