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 | $78,987 | $160,055-50.7% | $140,016-43.6% | $135,375-41.7% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.5%-12.5pp | 82.6%-7.6pp |
| Annual return | -3.91% | 911.38%-915.3pp | 651.12%-655.0pp | 519.73%-523.6pp |
| Employer contribution / active EE | $858 | $6,420-86.6% | $5,606-84.7% | $4,779-82.0% |
| Participant deferral / active EE | $6,375 | $7,642-16.6% | $6,927-8.0% | $5,609+13.7% |
| Admin fee / account holder | $9,354 | $13,328-29.8% | $10,705-12.6% | $10,827-13.6% |