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 | $9,299 | $109,817-91.5% | $98,442-90.6% | $167,490-94.4% |
| Participation rate | 94.4% | 75.8%+18.6pp | 73.3%+21.1pp | 82.1%+12.3pp |
| Annual return | 15.32% | 1956.69%-1941.4pp | 1492.73%-1477.4pp | 478.56%-463.2pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $2,960-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $2,114 | $4,673-54.8% | $4,276-50.6% | $6,341-66.7% |
| Admin fee / account holder | $593 | $6,753-91.2% | $5,949-90.0% | $12,309-95.2% |