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 | $172,959 | $138,065+25.3% | $123,544+40.0% | $135,375+27.8% |
| Participation rate | 85.0% | 84.7%+0.3pp | 82.3%+2.7pp | 82.6%+2.4pp |
| Annual return | -1.86% | 153.68%-155.5pp | 119.20%-121.1pp | 519.73%-521.6pp |
| Employer contribution / active EE | $0 | $5,151-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,294 | $6,799-36.9% | $6,426-33.2% | $5,609-23.4% |
| Admin fee / account holder | $5,095 | $10,916-53.3% | $9,284-45.1% | $10,827-52.9% |