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 | $60,836 | $99,640-38.9% | $86,436-29.6% | $134,475-54.8% |
| Participation rate | 73.3% | 82.0%-8.7pp | 80.3%-7.0pp | 81.2%-7.9pp |
| Annual return | -12.98% | 6782.58%-6795.6pp | 4394.89%-4407.9pp | 417.96%-430.9pp |
| Employer contribution / active EE | $364 | $4,400-91.7% | $3,769-90.3% | $4,740-92.3% |
| Participant deferral / active EE | $2,999 | $7,246-58.6% | $6,952-56.9% | $6,400-53.1% |
| Admin fee / account holder | $20,351 | $8,371+143.1% | $6,731+202.3% | $11,426+78.1% |