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 | $104,341 | $138,065-24.4% | $123,544-15.5% | $135,375-22.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.84% | 153.68%-160.5pp | 119.20%-126.0pp | 519.73%-526.6pp |
| Employer contribution / active EE | $839 | $5,151-83.7% | $4,628-81.9% | $4,779-82.4% |
| Participant deferral / active EE | $5,157 | $6,799-24.2% | $6,426-19.7% | $5,609-8.1% |
| Admin fee / account holder | $1,489 | $10,916-86.4% | $9,284-84.0% | $10,827-86.2% |