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 | $76,832 | $138,065-44.4% | $123,544-37.8% | $135,375-43.2% |
| Participation rate | 70.8% | 84.7%-13.9pp | 82.3%-11.5pp | 82.6%-11.8pp |
| Annual return | -7.56% | 153.68%-161.2pp | 119.20%-126.8pp | 519.73%-527.3pp |
| Employer contribution / active EE | $867 | $5,151-83.2% | $4,628-81.3% | $4,779-81.9% |
| Participant deferral / active EE | $7,777 | $6,799+14.4% | $6,426+21.0% | $5,609+38.7% |
| Admin fee / account holder | $13,667 | $10,916+25.2% | $9,284+47.2% | $10,827+26.2% |