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 | $17,951 | $97,757-81.6% | $83,848-78.6% | $135,375-86.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -0.65% | 1287.37%-1288.0pp | 850.88%-851.5pp | 519.73%-520.4pp |
| Employer contribution / active EE | $660 | $4,222-84.4% | $3,631-81.8% | $4,779-86.2% |
| Participant deferral / active EE | $1,918 | $4,682-59.0% | $4,082-53.0% | $5,609-65.8% |
| Admin fee / account holder | $3,404 | $6,674-49.0% | $5,478-37.9% | $10,827-68.6% |