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 | $73,990 | $99,640-25.7% | $86,436-14.4% | $134,475-45.0% |
| Participation rate | 91.7% | 82.0%+9.6pp | 80.3%+11.3pp | 81.2%+10.4pp |
| Annual return | -18.93% | 6782.58%-6801.5pp | 4394.89%-4413.8pp | 417.96%-436.9pp |
| Employer contribution / active EE | $118 | $4,400-97.3% | $3,769-96.9% | $4,740-97.5% |
| Participant deferral / active EE | $4,901 | $7,246-32.4% | $6,952-29.5% | $6,400-23.4% |
| Admin fee / account holder | $956 | $8,371-88.6% | $6,731-85.8% | $11,426-91.6% |