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 | $51,563 | $102,317-49.6% | $146,958-64.9% | $80,856-36.2% |
| Participation rate | 76.2% | 75.8%+0.4pp | 82.2%-6.0pp | 67.6%+8.6pp |
| Annual return | 13.62% | 134.76%-121.1pp | 418.34%-404.7pp | 35.59%-22.0pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $7,536 | $6,644+13.4% | $8,070-6.6% | $4,296+75.4% |
| Admin fee / account holder | $1,834 | $7,941-76.9% | $12,998-85.9% | $6,918-73.5% |