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 | $85,070 | $138,065-38.4% | $123,544-31.1% | $135,375-37.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -1.33% | 153.68%-155.0pp | 119.20%-120.5pp | 519.73%-521.1pp |
| Employer contribution / active EE | $831 | $5,151-83.9% | $4,628-82.1% | $4,779-82.6% |
| Participant deferral / active EE | $4,473 | $6,799-34.2% | $6,426-30.4% | $5,609-20.3% |
| Admin fee / account holder | $3,363 | $10,916-69.2% | $9,284-63.8% | $10,827-68.9% |