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 | $35,564 | $106,890-66.7% | $84,015-57.7% | $152,861-76.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 13.14% | 104.99%-91.8pp | 71.31%-58.2pp | 345.32%-332.2pp |
| Employer contribution / active EE | $342 | $2,734-87.5% | $1,983-82.8% | $4,762-92.8% |
| Participant deferral / active EE | $5,044 | $4,011+25.7% | $3,239+55.7% | $5,850-13.8% |
| Admin fee / account holder | $5,307 | $8,285-35.9% | $6,101-13.0% | $11,596-54.2% |