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 | $51,647 | $160,055-67.7% | $140,016-63.1% | $135,375-61.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -7.76% | 911.38%-919.1pp | 651.12%-658.9pp | 519.73%-527.5pp |
| Employer contribution / active EE | $902 | $6,420-86.0% | $5,606-83.9% | $4,779-81.1% |
| Participant deferral / active EE | $4,007 | $7,642-47.6% | $6,927-42.2% | $5,609-28.6% |
| Admin fee / account holder | $650 | $13,328-95.1% | $10,705-93.9% | $10,827-94.0% |