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 | $37,115 | $180,449-79.4% | $154,107-75.9% | $135,375-72.6% |
| Participation rate | 77.8% | 87.4%-9.6pp | 83.0%-5.3pp | 82.6%-4.9pp |
| Annual return | -6.50% | 888.09%-894.6pp | 735.12%-741.6pp | 519.73%-526.2pp |
| Employer contribution / active EE | $1,156 | $6,035-80.8% | $5,298-78.2% | $4,779-75.8% |
| Participant deferral / active EE | $3,601 | $5,806-38.0% | $5,081-29.1% | $5,609-35.8% |
| Admin fee / account holder | $1,106 | $16,143-93.2% | $13,411-91.8% | $10,827-89.8% |