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 | $80,830 | $105,998-23.7% | $92,233-12.4% | $147,584-45.2% |
| Participation rate | 92.9% | 80.4%+12.4pp | 76.5%+16.4pp | 82.8%+10.0pp |
| Annual return | 13.47% | 50.05%-36.6pp | 176.28%-162.8pp | 578.55%-565.1pp |
| Employer contribution / active EE | $517 | $4,333-88.1% | $3,679-85.9% | $4,876-89.4% |
| Participant deferral / active EE | $3,264 | $4,478-27.1% | $3,897-16.2% | $5,439-40.0% |
| Admin fee / account holder | $12,607 | $6,332+99.1% | $5,194+142.7% | $10,885+15.8% |