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 | $30,285 | $160,055-81.1% | $140,016-78.4% | $135,375-77.6% |
| Participation rate | 82.4% | 88.5%-6.2pp | 87.5%-5.1pp | 82.6%-0.3pp |
| Annual return | -7.60% | 911.38%-919.0pp | 651.12%-658.7pp | 519.73%-527.3pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,606-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,313 | $7,642-30.5% | $6,927-23.3% | $5,609-5.3% |
| Admin fee / account holder | $1,017 | $13,328-92.4% | $10,705-90.5% | $10,827-90.6% |