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 | $169,810 | $168,632+0.7% | $147,614+15.0% | $125,391+35.4% |
| Participation rate | 83.3% | 88.8%-5.4pp | 84.6%-1.3pp | 83.2%+0.1pp |
| Annual return | -3.66% | 77.65%-81.3pp | 61.98%-65.6pp | 282.22%-285.9pp |
| Employer contribution / active EE | $1,040 | $6,252-83.4% | $5,564-81.3% | $4,866-78.6% |
| Participant deferral / active EE | $4,280 | $5,507-22.3% | $4,895-12.6% | $5,352-20.0% |
| Admin fee / account holder | $737 | $13,580-94.6% | $11,611-93.7% | $9,540-92.3% |