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 9-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 | $91,979 | $67,331+36.6% | $60,874+51.1% | $134,475-31.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -17.73% | 49.93%-67.7pp | 16.90%-34.6pp | 417.96%-435.7pp |
| Employer contribution / active EE | $190 | $3,096-93.9% | $2,701-93.0% | $4,740-96.0% |
| Participant deferral / active EE | $3,634 | $4,538-19.9% | $3,817-4.8% | $6,400-43.2% |
| Admin fee / account holder | $1,618 | $4,582-64.7% | $3,224-49.8% | $11,426-85.8% |