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 | $237,989 | $138,044+72.4% | $125,339+89.9% | $134,475+77.0% |
| Participation rate | 77.8% | 84.5%-6.7pp | 82.4%-4.6pp | 81.2%-3.4pp |
| Annual return | -8.13% | 750.33%-758.5pp | 572.05%-580.2pp | 417.96%-426.1pp |
| Employer contribution / active EE | $695 | $5,243-86.7% | $4,814-85.6% | $4,740-85.3% |
| Participant deferral / active EE | $4,077 | $7,799-47.7% | $7,446-45.3% | $6,400-36.3% |
| Admin fee / account holder | $4,041 | $11,571-65.1% | $10,010-59.6% | $11,426-64.6% |