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 | $234,263 | $138,065+69.7% | $123,544+89.6% | $135,375+73.0% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -5.87% | 153.68%-159.6pp | 119.20%-125.1pp | 519.73%-525.6pp |
| Employer contribution / active EE | $173 | $5,151-96.6% | $4,628-96.3% | $4,779-96.4% |
| Participant deferral / active EE | $4,507 | $6,799-33.7% | $6,426-29.9% | $5,609-19.6% |
| Admin fee / account holder | $3,262 | $10,916-70.1% | $9,284-64.9% | $10,827-69.9% |