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 | $52,506 | $160,055-67.2% | $140,016-62.5% | $135,375-61.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -6.62% | 911.38%-918.0pp | 651.12%-657.7pp | 519.73%-526.4pp |
| Employer contribution / active EE | $1,065 | $6,420-83.4% | $5,606-81.0% | $4,779-77.7% |
| Participant deferral / active EE | $10,081 | $7,642+31.9% | $6,927+45.5% | $5,609+79.7% |
| Admin fee / account holder | $343 | $13,328-97.4% | $10,705-96.8% | $10,827-96.8% |