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 | $23,979 | $73,515-67.4% | $62,995-61.9% | $147,584-83.8% |
| Participation rate | 76.9% | 77.9%-0.9pp | 74.8%+2.1pp | 82.8%-5.9pp |
| Annual return | 14.73% | 175.43%-160.7pp | 87.57%-72.8pp | 578.55%-563.8pp |
| Employer contribution / active EE | $0 | $3,320-100.0% | $2,759-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,505 | $4,185-40.1% | $3,329-24.8% | $5,439-53.9% |
| Admin fee / account holder | $2,054 | $5,953-65.5% | $3,600-42.9% | $10,885-81.1% |