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 | $102,671 | $109,982-6.6% | $97,226+5.6% | $145,922-29.6% |
| Participation rate | 71.4% | 75.9%-4.5pp | 72.7%-1.3pp | 80.3%-8.8pp |
| Annual return | 9.83% | 242.90%-233.1pp | 75.13%-65.3pp | 561.29%-551.5pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,729-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $3,186 | $4,676-31.9% | $4,264-25.3% | $6,688-52.4% |
| Admin fee / account holder | $59,009 | $6,221+848.6% | $5,654+943.8% | $13,397+340.5% |