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 | $152,320 | $176,662-13.8% | $130,648+16.6% | $152,861-0.4% |
| Participation rate | 80.0% | 79.0%+1.0pp | 71.7%+8.3pp | 82.4%-2.4pp |
| Annual return | 17.55% | 2692.24%-2674.7pp | 1708.96%-1691.4pp | 345.32%-327.8pp |
| Employer contribution / active EE | $0 | $5,742-100.0% | $4,092-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,997 | $4,361-31.3% | $3,603-16.8% | $5,850-48.8% |
| Admin fee / account holder | $751 | $7,133-89.5% | $5,464-86.3% | $11,596-93.5% |