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 | $104,223 | $105,998-1.7% | $92,233+13.0% | $147,584-29.4% |
| Participation rate | 72.2% | 80.4%-8.2pp | 76.5%-4.3pp | 82.8%-10.6pp |
| Annual return | 13.57% | 50.05%-36.5pp | 176.28%-162.7pp | 578.55%-565.0pp |
| Employer contribution / active EE | $305 | $4,333-93.0% | $3,679-91.7% | $4,876-93.8% |
| Participant deferral / active EE | $1,485 | $4,478-66.8% | $3,897-61.9% | $5,439-72.7% |
| Admin fee / account holder | $7,521 | $6,332+18.8% | $5,194+44.8% | $10,885-30.9% |