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 | $74,201 | $168,632-56.0% | $147,614-49.7% | $125,391-40.8% |
| Participation rate | 78.6% | 88.8%-10.2pp | 84.6%-6.0pp | 83.2%-4.6pp |
| Annual return | -0.39% | 77.65%-78.0pp | 61.98%-62.4pp | 282.22%-282.6pp |
| Employer contribution / active EE | $0 | $6,252-100.0% | $5,564-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,906 | $5,507-65.4% | $4,895-61.1% | $5,352-64.4% |
| Admin fee / account holder | $6,391 | $13,580-52.9% | $11,611-45.0% | $9,540-33.0% |