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 | $10,511 | $84,402-87.5% | $61,373-82.9% | $134,475-92.2% |
| Participation rate | 80.0% | 62.2%+17.8pp | 52.6%+27.4pp | 81.2%-1.2pp |
| Annual return | -20.13% | 584.55%-604.7pp | 338.61%-358.7pp | 417.96%-438.1pp |
| Employer contribution / active EE | $0 | $1,544-100.0% | $1,159-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,275 | $2,819-54.8% | $2,125-40.0% | $6,400-80.1% |
| Admin fee / account holder | $7,753 | $2,585+199.9% | $2,130+264.1% | $11,426-32.1% |