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 | $46,268 | $180,449-74.4% | $154,107-70.0% | $135,375-65.8% |
| Participation rate | 92.3% | 87.4%+4.9pp | 83.0%+9.3pp | 82.6%+9.7pp |
| Annual return | -5.32% | 888.09%-893.4pp | 735.12%-740.4pp | 519.73%-525.1pp |
| Employer contribution / active EE | $875 | $6,035-85.5% | $5,298-83.5% | $4,779-81.7% |
| Participant deferral / active EE | $3,192 | $5,806-45.0% | $5,081-37.2% | $5,609-43.1% |
| Admin fee / account holder | $20,565 | $16,143+27.4% | $13,411+53.3% | $10,827+89.9% |