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 | $44,163 | $180,449-75.5% | $154,107-71.3% | $135,375-67.4% |
| Participation rate | 95.7% | 87.4%+8.2pp | 83.0%+12.6pp | 82.6%+13.0pp |
| Annual return | -6.74% | 888.09%-894.8pp | 735.12%-741.9pp | 519.73%-526.5pp |
| Employer contribution / active EE | $835 | $6,035-86.2% | $5,298-84.2% | $4,779-82.5% |
| Participant deferral / active EE | $2,668 | $5,806-54.0% | $5,081-47.5% | $5,609-52.4% |
| Admin fee / account holder | $2,583 | $16,143-84.0% | $13,411-80.7% | $10,827-76.1% |