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 | $169,063 | $180,449-6.3% | $154,107+9.7% | $135,375+24.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.27% | 888.09%-895.4pp | 735.12%-742.4pp | 519.73%-527.0pp |
| Employer contribution / active EE | -$250 | $6,035-104.1% | $5,298-104.7% | $4,779-105.2% |
| Participant deferral / active EE | $5,698 | $5,806-1.9% | $5,081+12.1% | $5,609+1.6% |
| Admin fee / account holder | $3,790 | $16,143-76.5% | $13,411-71.7% | $10,827-65.0% |