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 | $53,022 | $180,449-70.6% | $154,107-65.6% | $135,375-60.8% |
| Participation rate | 78.9% | 87.4%-8.5pp | 83.0%-4.1pp | 82.6%-3.7pp |
| Annual return | -6.44% | 888.09%-894.5pp | 735.12%-741.6pp | 519.73%-526.2pp |
| Employer contribution / active EE | $602 | $6,035-90.0% | $5,298-88.6% | $4,779-87.4% |
| Participant deferral / active EE | $8,105 | $5,806+39.6% | $5,081+59.5% | $5,609+44.5% |
| Admin fee / account holder | $1,058 | $16,143-93.4% | $13,411-92.1% | $10,827-90.2% |