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 | $29,919 | $176,662-83.1% | $130,648-77.1% | $152,861-80.4% |
| Participation rate | 76.5% | 79.0%-2.5pp | 71.7%+4.7pp | 82.4%-6.0pp |
| Annual return | 20.26% | 2692.24%-2672.0pp | 1708.96%-1688.7pp | 345.32%-325.1pp |
| Employer contribution / active EE | $0 | $5,742-100.0% | $4,092-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $840 | $4,361-80.7% | $3,603-76.7% | $5,850-85.6% |
| Admin fee / account holder | $1,277 | $7,133-82.1% | $5,464-76.6% | $11,596-89.0% |