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 | $65,538 | $59,417+10.3% | $93,606-30.0% | $74,495-12.0% |
| Participation rate | 75.6% | 59.7%+16.0pp | 68.7%+6.9pp | 67.2%+8.4pp |
| Annual return | 14.32% | 81.83%-67.5pp | 133.20%-118.9pp | 1364.94%-1350.6pp |
| Employer contribution / active EE | $272 | $1,264-78.4% | $2,420-88.7% | $2,623-89.6% |
| Participant deferral / active EE | $2,752 | $3,050-9.8% | $4,411-37.6% | $4,346-36.7% |
| Admin fee / account holder | $18,563 | $3,021+514.4% | $8,285+124.1% | $1,942+856.0% |