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 | $129,661 | $168,632-23.1% | $147,614-12.2% | $125,391+3.4% |
| Participation rate | 83.3% | 88.8%-5.4pp | 84.6%-1.3pp | 83.2%+0.1pp |
| Annual return | -3.53% | 77.65%-81.2pp | 61.98%-65.5pp | 282.22%-285.8pp |
| Employer contribution / active EE | $1,166 | $6,252-81.3% | $5,564-79.0% | $4,866-76.0% |
| Participant deferral / active EE | $4,638 | $5,507-15.8% | $4,895-5.3% | $5,352-13.3% |
| Admin fee / account holder | $5,011 | $13,580-63.1% | $11,611-56.8% | $9,540-47.5% |