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 | $49,263 | $60,124-18.1% | $90,404-45.5% | $79,858-38.3% |
| Participation rate | 88.2% | 65.0%+23.2pp | 72.7%+15.5pp | 69.6%+18.5pp |
| Annual return | 15.14% | 71.94%-56.8pp | 1293.02%-1277.9pp | 31.71%-16.6pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,758 | $2,938+61.9% | $3,963+20.1% | $3,740+27.2% |
| Admin fee / account holder | $1,623 | $3,976-59.2% | $5,611-71.1% | $5,306-69.4% |