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 | $126,734 | $190,805-33.6% | $159,960-20.8% | $134,475-5.8% |
| Participation rate | 78.3% | 81.9%-3.7pp | 78.0%+0.3pp | 81.2%-3.0pp |
| Annual return | -16.21% | 552.23%-568.4pp | 408.60%-424.8pp | 417.96%-434.2pp |
| Employer contribution / active EE | $551 | $4,995-89.0% | $4,226-87.0% | $4,740-88.4% |
| Participant deferral / active EE | $4,990 | $6,923-27.9% | $6,182-19.3% | $6,400-22.0% |
| Admin fee / account holder | $1,236 | $10,471-88.2% | $8,698-85.8% | $11,426-89.2% |