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 | $237,204 | $135,635+74.9% | $110,238+115.2% | $135,375+75.2% |
| Participation rate | 85.7% | 83.5%+2.3pp | 79.8%+5.9pp | 82.6%+3.1pp |
| Annual return | -2.08% | 513.19%-515.3pp | 314.74%-316.8pp | 519.73%-521.8pp |
| Employer contribution / active EE | $0 | $4,906-100.0% | $3,826-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $6,507 | $5,506+18.2% | $4,672+39.3% | $5,609+16.0% |
| Admin fee / account holder | $92,072 | $11,457+703.6% | $8,547+977.2% | $10,827+750.4% |