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 | $97,293 | $124,185-21.7% | $108,410-10.3% | $167,490-41.9% |
| Participation rate | 87.5% | 82.3%+5.2pp | 80.1%+7.4pp | 82.1%+5.4pp |
| Annual return | 11.08% | 1379.64%-1368.6pp | 905.27%-894.2pp | 478.56%-467.5pp |
| Employer contribution / active EE | $0 | $4,187-100.0% | $3,558-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $4,935 | $6,908-28.6% | $6,563-24.8% | $6,341-22.2% |
| Admin fee / account holder | $20,934 | $9,455+121.4% | $7,295+187.0% | $12,309+70.1% |