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 | $124,211 | $137,414-9.6% | $189,513-34.5% | $85,850+44.7% |
| Participation rate | 73.0% | 84.6%-11.6pp | 87.8%-14.8pp | 69.3%+3.7pp |
| Annual return | 12.89% | 38.14%-25.3pp | 555.15%-542.3pp | 318.53%-305.6pp |
| Employer contribution / active EE | $0 | $4,344-100.0% | $6,162-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $13,442 | $6,260+114.7% | $8,221+63.5% | $3,952+240.2% |
| Admin fee / account holder | $12,107 | $8,630+40.3% | $12,045+0.5% | $6,260+93.4% |