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 | $51,939 | $106,890-51.4% | $84,015-38.2% | $152,861-66.0% |
| Participation rate | 70.8% | 75.2%-4.4pp | 69.0%+1.8pp | 82.4%-11.6pp |
| Annual return | 21.21% | 104.99%-83.8pp | 71.31%-50.1pp | 345.32%-324.1pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | $1,983-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,023 | $4,011-24.6% | $3,239-6.7% | $5,850-48.3% |
| Admin fee / account holder | $9,175 | $8,285+10.7% | $6,101+50.4% | $11,596-20.9% |