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 | $52,963 | $160,055-66.9% | $140,016-62.2% | $135,375-60.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -5.59% | 911.38%-917.0pp | 651.12%-656.7pp | 519.73%-525.3pp |
| Employer contribution / active EE | -$1,811 | $6,420-128.2% | $5,606-132.3% | $4,779-137.9% |
| Participant deferral / active EE | $6,180 | $7,642-19.1% | $6,927-10.8% | $5,609+10.2% |
| Admin fee / account holder | $6,297 | $13,328-52.8% | $10,705-41.2% | $10,827-41.8% |