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 | $63,137 | $97,757-35.4% | $83,848-24.7% | $135,375-53.4% |
| Participation rate | 88.9% | 80.0%+8.9pp | 76.1%+12.7pp | 82.6%+6.2pp |
| Annual return | -5.77% | 1287.37%-1293.1pp | 850.88%-856.6pp | 519.73%-525.5pp |
| Employer contribution / active EE | $404 | $4,222-90.4% | $3,631-88.9% | $4,779-91.6% |
| Participant deferral / active EE | $2,786 | $4,682-40.5% | $4,082-31.7% | $5,609-50.3% |
| Admin fee / account holder | $1,699 | $6,674-74.5% | $5,478-69.0% | $10,827-84.3% |