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 | $59,469 | $92,703-35.9% | $82,719-28.1% | $134,475-55.8% |
| Participation rate | 81.0% | 75.2%+5.8pp | 72.6%+8.4pp | 81.2%-0.3pp |
| Annual return | -16.46% | 944.92%-961.4pp | 701.18%-717.6pp | 417.96%-434.4pp |
| Employer contribution / active EE | $0 | $3,274-100.0% | $3,009-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $4,853 | $4,802+1.1% | $4,395+10.4% | $6,400-24.2% |
| Admin fee / account holder | $6,210 | $5,983+3.8% | $5,329+16.5% | $11,426-45.7% |