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 | $38,293 | $180,449-78.8% | $154,107-75.2% | $135,375-71.7% |
| Participation rate | 85.7% | 87.4%-1.7pp | 83.0%+2.7pp | 82.6%+3.1pp |
| Annual return | -7.88% | 888.09%-896.0pp | 735.12%-743.0pp | 519.73%-527.6pp |
| Employer contribution / active EE | $1,115 | $6,035-81.5% | $5,298-79.0% | $4,779-76.7% |
| Participant deferral / active EE | $3,554 | $5,806-38.8% | $5,081-30.1% | $5,609-36.6% |
| Admin fee / account holder | $872 | $16,143-94.6% | $13,411-93.5% | $10,827-91.9% |