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 | $98,083 | $138,065-29.0% | $123,544-20.6% | $135,375-27.5% |
| Participation rate | 87.5% | 84.7%+2.8pp | 82.3%+5.2pp | 82.6%+4.9pp |
| Annual return | -0.34% | 153.68%-154.0pp | 119.20%-119.5pp | 519.73%-520.1pp |
| Employer contribution / active EE | $850 | $5,151-83.5% | $4,628-81.6% | $4,779-82.2% |
| Participant deferral / active EE | $5,823 | $6,799-14.4% | $6,426-9.4% | $5,609+3.8% |
| Admin fee / account holder | $30,823 | $10,916+182.4% | $9,284+232.0% | $10,827+184.7% |