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 | $46,168 | $97,757-52.8% | $83,848-44.9% | $135,375-65.9% |
| Participation rate | 86.7% | 80.0%+6.7pp | 76.1%+10.5pp | 82.6%+4.0pp |
| Annual return | -8.42% | 1287.37%-1295.8pp | 850.88%-859.3pp | 519.73%-528.2pp |
| Employer contribution / active EE | $569 | $4,222-86.5% | $3,631-84.3% | $4,779-88.1% |
| Participant deferral / active EE | $6,228 | $4,682+33.0% | $4,082+52.6% | $5,609+11.0% |
| Admin fee / account holder | $560 | $6,674-91.6% | $5,478-89.8% | $10,827-94.8% |