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 | $41,270 | $135,635-69.6% | $110,238-62.6% | $135,375-69.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -1.79% | 513.19%-515.0pp | 314.74%-316.5pp | 519.73%-521.5pp |
| Employer contribution / active EE | $167 | $4,906-96.6% | $3,826-95.6% | $4,779-96.5% |
| Participant deferral / active EE | $9,387 | $5,506+70.5% | $4,672+100.9% | $5,609+67.4% |
| Admin fee / account holder | $15,065 | $11,457+31.5% | $8,547+76.3% | $10,827+39.1% |