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 | $49,094 | $190,805-74.3% | $159,960-69.3% | $134,475-63.5% |
| Participation rate | 70.6% | 81.9%-11.3pp | 78.0%-7.4pp | 81.2%-10.6pp |
| Annual return | -17.12% | 552.23%-569.4pp | 408.60%-425.7pp | 417.96%-435.1pp |
| Employer contribution / active EE | $470 | $4,995-90.6% | $4,226-88.9% | $4,740-90.1% |
| Participant deferral / active EE | $3,126 | $6,923-54.8% | $6,182-49.4% | $6,400-51.2% |
| Admin fee / account holder | $7,176 | $10,471-31.5% | $8,698-17.5% | $11,426-37.2% |