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 | $169,544 | $180,449-6.0% | $154,107+10.0% | $135,375+25.2% |
| Participation rate | 72.2% | 87.4%-15.2pp | 83.0%-10.8pp | 82.6%-10.4pp |
| Annual return | -6.25% | 888.09%-894.3pp | 735.12%-741.4pp | 519.73%-526.0pp |
| Employer contribution / active EE | $782 | $6,035-87.0% | $5,298-85.2% | $4,779-83.6% |
| Participant deferral / active EE | $3,064 | $5,806-47.2% | $5,081-39.7% | $5,609-45.4% |
| Admin fee / account holder | $3,966 | $16,143-75.4% | $13,411-70.4% | $10,827-63.4% |