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 | $78,393 | $104,486-25.0% | $76,817+2.1% | $152,861-48.7% |
| Participation rate | 87.5% | 76.6%+10.9pp | 72.1%+15.4pp | 82.4%+5.1pp |
| Annual return | 24.32% | 1013.37%-989.1pp | 1166.11%-1141.8pp | 345.32%-321.0pp |
| Employer contribution / active EE | $0 | $3,116-100.0% | $2,302-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $14,324 | $4,236+238.2% | $3,336+329.4% | $5,850+144.8% |
| Admin fee / account holder | $5,317 | $12,275-56.7% | $6,420-17.2% | $11,596-54.1% |