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 | $78,683 | $160,055-50.8% | $140,016-43.8% | $135,375-41.9% |
| Participation rate | 93.8% | 88.5%+5.2pp | 87.5%+6.3pp | 82.6%+11.1pp |
| Annual return | -4.98% | 911.38%-916.4pp | 651.12%-656.1pp | 519.73%-524.7pp |
| Employer contribution / active EE | $437 | $6,420-93.2% | $5,606-92.2% | $4,779-90.9% |
| Participant deferral / active EE | $3,023 | $7,642-60.4% | $6,927-56.4% | $5,609-46.1% |
| Admin fee / account holder | $1,613 | $13,328-87.9% | $10,705-84.9% | $10,827-85.1% |