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 | $234,142 | $138,065+69.6% | $123,544+89.5% | $135,375+73.0% |
| Participation rate | 87.5% | 84.7%+2.8pp | 82.3%+5.2pp | 82.6%+4.9pp |
| Annual return | -2.69% | 153.68%-156.4pp | 119.20%-121.9pp | 519.73%-522.4pp |
| Employer contribution / active EE | $0 | $5,151-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $10,999 | $6,799+61.8% | $6,426+71.2% | $5,609+96.1% |
| Admin fee / account holder | $24,143 | $10,916+121.2% | $9,284+160.1% | $10,827+123.0% |