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 | $110,889 | $138,065-19.7% | $123,544-10.2% | $135,375-18.1% |
| Participation rate | 85.7% | 84.7%+1.0pp | 82.3%+3.4pp | 82.6%+3.1pp |
| Annual return | -3.71% | 153.68%-157.4pp | 119.20%-122.9pp | 519.73%-523.4pp |
| Employer contribution / active EE | $580 | $5,151-88.7% | $4,628-87.5% | $4,779-87.9% |
| Participant deferral / active EE | $3,561 | $6,799-47.6% | $6,426-44.6% | $5,609-36.5% |
| Admin fee / account holder | $12,961 | $10,916+18.7% | $9,284+39.6% | $10,827+19.7% |