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 | $56,644 | $180,449-68.6% | $154,107-63.2% | $135,375-58.2% |
| Participation rate | 85.7% | 87.4%-1.7pp | 83.0%+2.7pp | 82.6%+3.1pp |
| Annual return | -6.68% | 888.09%-894.8pp | 735.12%-741.8pp | 519.73%-526.4pp |
| Employer contribution / active EE | $657 | $6,035-89.1% | $5,298-87.6% | $4,779-86.2% |
| Participant deferral / active EE | $6,452 | $5,806+11.1% | $5,081+27.0% | $5,609+15.0% |
| Admin fee / account holder | $8,375 | $16,143-48.1% | $13,411-37.5% | $10,827-22.6% |