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 | $151,349 | $185,200-18.3% | $142,863+5.9% | $167,490-9.6% |
| Participation rate | 95.8% | 78.4%+17.4pp | 71.9%+23.9pp | 82.1%+13.7pp |
| Annual return | 11.52% | 8555.70%-8544.2pp | 5637.54%-5626.0pp | 478.56%-467.0pp |
| Employer contribution / active EE | $0 | $5,604-100.0% | $4,144-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $5,048 | $4,494+12.3% | $3,837+31.6% | $6,341-20.4% |
| Admin fee / account holder | $41,011 | $8,031+410.7% | $6,560+525.1% | $12,309+233.2% |