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 | $89,338 | $60,124+48.6% | $90,404-1.2% | $79,858+11.9% |
| Participation rate | 76.0% | 65.0%+11.0pp | 72.7%+3.3pp | 69.6%+6.4pp |
| Annual return | 13.97% | 71.94%-58.0pp | 1293.02%-1279.0pp | 31.71%-17.7pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,172 | $2,938-60.1% | $3,963-70.4% | $3,740-68.7% |
| Admin fee / account holder | $5,076 | $3,976+27.6% | $5,611-9.5% | $5,306-4.3% |