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 | $129,513 | $105,181+23.1% | $159,436-18.8% | $85,850+50.9% |
| Participation rate | 77.6% | 75.8%+1.8pp | 82.8%-5.3pp | 69.3%+8.2pp |
| Annual return | 16.54% | 45.07%-28.5pp | 263.57%-247.0pp | 318.53%-302.0pp |
| Employer contribution / active EE | $0 | $3,318-100.0% | $4,829-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $10,198 | $5,945+71.5% | $7,352+38.7% | $3,952+158.1% |
| Admin fee / account holder | $2,725 | $6,933-60.7% | $10,799-74.8% | $6,260-56.5% |