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 | $190,538 | $102,317+86.2% | $146,958+29.7% | $80,856+135.6% |
| Participation rate | 71.4% | 75.8%-4.4pp | 82.2%-10.7pp | 67.6%+3.8pp |
| Annual return | 15.95% | 134.76%-118.8pp | 418.34%-402.4pp | 35.59%-19.6pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $7,037 | $6,644+5.9% | $8,070-12.8% | $4,296+63.8% |
| Admin fee / account holder | $16,179 | $7,941+103.7% | $12,998+24.5% | $6,918+133.9% |