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 | $59,250 | $135,635-56.3% | $110,238-46.3% | $135,375-56.2% |
| Participation rate | 87.5% | 83.5%+4.0pp | 79.8%+7.7pp | 82.6%+4.9pp |
| Annual return | -3.36% | 513.19%-516.5pp | 314.74%-318.1pp | 519.73%-523.1pp |
| Employer contribution / active EE | $888 | $4,906-81.9% | $3,826-76.8% | $4,779-81.4% |
| Participant deferral / active EE | $2,062 | $5,506-62.6% | $4,672-55.9% | $5,609-63.2% |
| Admin fee / account holder | $631 | $11,457-94.5% | $8,547-92.6% | $10,827-94.2% |