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 | $77,334 | $70,587+9.6% | $124,672-38.0% | $85,850-9.9% |
| Participation rate | 71.9% | 64.4%+7.5pp | 74.6%-2.7pp | 69.3%+2.6pp |
| Annual return | 27.03% | 20688.83%-20661.8pp | 5142.93%-5115.9pp | 318.53%-291.5pp |
| Employer contribution / active EE | $173 | $1,913-91.0% | $3,324-94.8% | $2,565-93.3% |
| Participant deferral / active EE | $3,722 | $2,969+25.4% | $4,614-19.3% | $3,952-5.8% |
| Admin fee / account holder | $2,325 | $5,282-56.0% | $7,493-69.0% | $6,260-62.9% |