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 | $52,353 | $135,635-61.4% | $110,238-52.5% | $135,375-61.3% |
| Participation rate | 88.9% | 83.5%+5.4pp | 79.8%+9.1pp | 82.6%+6.2pp |
| Annual return | -6.86% | 513.19%-520.0pp | 314.74%-321.6pp | 519.73%-526.6pp |
| Employer contribution / active EE | $15 | $4,906-99.7% | $3,826-99.6% | $4,779-99.7% |
| Participant deferral / active EE | $3,812 | $5,506-30.8% | $4,672-18.4% | $5,609-32.0% |
| Admin fee / account holder | $1,232 | $11,457-89.2% | $8,547-85.6% | $10,827-88.6% |