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 | $12,838 | $106,543-88.0% | $91,220-85.9% | $134,475-90.5% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -8.83% | 160.60%-169.4pp | 114.01%-122.8pp | 417.96%-426.8pp |
| Employer contribution / active EE | $100 | $3,331-97.0% | $2,850-96.5% | $4,740-97.9% |
| Participant deferral / active EE | $0 | $4,719-100.0% | $4,234-100.0% | $6,400-100.0% |
| Admin fee / account holder | $3,740 | $6,231-40.0% | $5,420-31.0% | $11,426-67.3% |