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 | $122,112 | $138,065-11.6% | $123,544-1.2% | $135,375-9.8% |
| Participation rate | 76.5% | 84.7%-8.3pp | 82.3%-5.8pp | 82.6%-6.2pp |
| Annual return | -4.79% | 153.68%-158.5pp | 119.20%-124.0pp | 519.73%-524.5pp |
| Employer contribution / active EE | $691 | $5,151-86.6% | $4,628-85.1% | $4,779-85.5% |
| Participant deferral / active EE | $6,648 | $6,799-2.2% | $6,426+3.5% | $5,609+18.5% |
| Admin fee / account holder | $2,239 | $10,916-79.5% | $9,284-75.9% | $10,827-79.3% |