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 | $43,667 | $138,065-68.4% | $123,544-64.7% | $135,375-67.7% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -8.25% | 153.68%-161.9pp | 119.20%-127.4pp | 519.73%-528.0pp |
| Employer contribution / active EE | $575 | $5,151-88.8% | $4,628-87.6% | $4,779-88.0% |
| Participant deferral / active EE | $2,353 | $6,799-65.4% | $6,426-63.4% | $5,609-58.0% |
| Admin fee / account holder | $1,017 | $10,916-90.7% | $9,284-89.0% | $10,827-90.6% |