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 | $58,291 | $135,635-57.0% | $110,238-47.1% | $135,375-56.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -4.21% | 513.19%-517.4pp | 314.74%-318.9pp | 519.73%-523.9pp |
| Employer contribution / active EE | $546 | $4,906-88.9% | $3,826-85.7% | $4,779-88.6% |
| Participant deferral / active EE | $3,149 | $5,506-42.8% | $4,672-32.6% | $5,609-43.9% |
| Admin fee / account holder | $28,196 | $11,457+146.1% | $8,547+229.9% | $10,827+160.4% |