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 | $63,162 | $160,055-60.5% | $140,016-54.9% | $135,375-53.3% |
| Participation rate | 92.3% | 88.5%+3.8pp | 87.5%+4.8pp | 82.6%+9.7pp |
| Annual return | -5.71% | 911.38%-917.1pp | 651.12%-656.8pp | 519.73%-525.4pp |
| Employer contribution / active EE | $440 | $6,420-93.2% | $5,606-92.2% | $4,779-90.8% |
| Participant deferral / active EE | $4,732 | $7,642-38.1% | $6,927-31.7% | $5,609-15.6% |
| Admin fee / account holder | $1,335 | $13,328-90.0% | $10,705-87.5% | $10,827-87.7% |