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 | $62,071 | $135,635-54.2% | $110,238-43.7% | $135,375-54.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -7.16% | 513.19%-520.3pp | 314.74%-321.9pp | 519.73%-526.9pp |
| Employer contribution / active EE | $721 | $4,906-85.3% | $3,826-81.2% | $4,779-84.9% |
| Participant deferral / active EE | $3,192 | $5,506-42.0% | $4,672-31.7% | $5,609-43.1% |
| Admin fee / account holder | $20,951 | $11,457+82.9% | $8,547+145.1% | $10,827+93.5% |