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 | $44,022 | $180,449-75.6% | $154,107-71.4% | $135,375-67.5% |
| Participation rate | 84.6% | 87.4%-2.8pp | 83.0%+1.6pp | 82.6%+2.0pp |
| Annual return | -7.40% | 888.09%-895.5pp | 735.12%-742.5pp | 519.73%-527.1pp |
| Employer contribution / active EE | $1,154 | $6,035-80.9% | $5,298-78.2% | $4,779-75.9% |
| Participant deferral / active EE | $4,695 | $5,806-19.1% | $5,081-7.6% | $5,609-16.3% |
| Admin fee / account holder | $9,408 | $16,143-41.7% | $13,411-29.8% | $10,827-13.1% |