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 | $47,395 | $102,604-53.8% | $86,188-45.0% | $139,434-66.0% |
| Participation rate | 73.7% | 74.5%-0.8pp | 69.0%+4.7pp | 80.3%-6.6pp |
| Annual return | 16.82% | 1922.51%-1905.7pp | 1168.45%-1151.6pp | 372.94%-356.1pp |
| Employer contribution / active EE | $183 | $3,032-94.0% | $2,380-92.3% | $4,751-96.2% |
| Participant deferral / active EE | $1,700 | $4,676-63.6% | $3,985-57.3% | $6,710-74.7% |
| Admin fee / account holder | $13,229 | $8,657+52.8% | $6,852+93.1% | $11,403+16.0% |