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 | $66,516 | $160,055-58.4% | $140,016-52.5% | $135,375-50.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -4.10% | 911.38%-915.5pp | 651.12%-655.2pp | 519.73%-523.8pp |
| Employer contribution / active EE | $979 | $6,420-84.7% | $5,606-82.5% | $4,779-79.5% |
| Participant deferral / active EE | $7,702 | $7,642+0.8% | $6,927+11.2% | $5,609+37.3% |
| Admin fee / account holder | $22,789 | $13,328+71.0% | $10,705+112.9% | $10,827+110.5% |