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 | $111,854 | $160,055-30.1% | $140,016-20.1% | $135,375-17.4% |
| Participation rate | 78.6% | 88.5%-9.9pp | 87.5%-8.9pp | 82.6%-4.1pp |
| Annual return | -8.06% | 911.38%-919.4pp | 651.12%-659.2pp | 519.73%-527.8pp |
| Employer contribution / active EE | $555 | $6,420-91.4% | $5,606-90.1% | $4,779-88.4% |
| Participant deferral / active EE | $4,154 | $7,642-45.6% | $6,927-40.0% | $5,609-25.9% |
| Admin fee / account holder | $3,034 | $13,328-77.2% | $10,705-71.7% | $10,827-72.0% |