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 | $30,291 | $160,055-81.1% | $140,016-78.4% | $135,375-77.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -2.06% | 911.38%-913.4pp | 651.12%-653.2pp | 519.73%-521.8pp |
| Employer contribution / active EE | $1,183 | $6,420-81.6% | $5,606-78.9% | $4,779-75.3% |
| Participant deferral / active EE | $3,148 | $7,642-58.8% | $6,927-54.6% | $5,609-43.9% |
| Admin fee / account holder | $22,938 | $13,328+72.1% | $10,705+114.3% | $10,827+111.9% |