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 | $109,430 | $180,449-39.4% | $154,107-29.0% | $135,375-19.2% |
| Participation rate | 71.4% | 87.4%-16.0pp | 83.0%-11.6pp | 82.6%-11.2pp |
| Annual return | -5.33% | 888.09%-893.4pp | 735.12%-740.4pp | 519.73%-525.1pp |
| Employer contribution / active EE | $774 | $6,035-87.2% | $5,298-85.4% | $4,779-83.8% |
| Participant deferral / active EE | $3,049 | $5,806-47.5% | $5,081-40.0% | $5,609-45.6% |
| Admin fee / account holder | $7,091 | $16,143-56.1% | $13,411-47.1% | $10,827-34.5% |