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 | $74,559 | $160,055-53.4% | $140,016-46.7% | $135,375-44.9% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.5%-4.2pp | 82.6%+0.7pp |
| Annual return | -8.20% | 911.38%-919.6pp | 651.12%-659.3pp | 519.73%-527.9pp |
| Employer contribution / active EE | $539 | $6,420-91.6% | $5,606-90.4% | $4,779-88.7% |
| Participant deferral / active EE | $2,987 | $7,642-60.9% | $6,927-56.9% | $5,609-46.7% |
| Admin fee / account holder | $1,814 | $13,328-86.4% | $10,705-83.1% | $10,827-83.2% |