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 7-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 | $59,298 | $138,044-57.0% | $125,339-52.7% | $134,475-55.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.20% | 750.33%-765.5pp | 572.05%-587.3pp | 417.96%-433.2pp |
| Employer contribution / active EE | -$799 | $5,243-115.2% | $4,814-116.6% | $4,740-116.9% |
| Participant deferral / active EE | $15,812 | $7,799+102.8% | $7,446+112.3% | $6,400+147.1% |
| Admin fee / account holder | $1,393 | $11,571-88.0% | $10,010-86.1% | $11,426-87.8% |