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 | $51,834 | $135,635-61.8% | $110,238-53.0% | $135,375-61.7% |
| Participation rate | 73.3% | 83.5%-10.1pp | 79.8%-6.5pp | 82.6%-9.3pp |
| Annual return | -8.07% | 513.19%-521.3pp | 314.74%-322.8pp | 519.73%-527.8pp |
| Employer contribution / active EE | $433 | $4,906-91.2% | $3,826-88.7% | $4,779-90.9% |
| Participant deferral / active EE | $2,710 | $5,506-50.8% | $4,672-42.0% | $5,609-51.7% |
| Admin fee / account holder | $4,011 | $11,457-65.0% | $8,547-53.1% | $10,827-63.0% |