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 | $246,939 | $114,047+116.5% | $96,139+156.9% | $167,490+47.4% |
| Participation rate | 90.0% | 75.1%+14.9pp | 68.4%+21.6pp | 82.1%+7.9pp |
| Annual return | 12.58% | 189.88%-177.3pp | 191.94%-179.4pp | 478.56%-466.0pp |
| Employer contribution / active EE | $0 | $3,427-100.0% | $2,797-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $4,171 | $5,194-19.7% | $4,349-4.1% | $6,341-34.2% |
| Admin fee / account holder | $45,641 | $6,897+561.8% | $5,537+724.3% | $12,309+270.8% |