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 | $107,875 | $84,695+27.4% | $73,843+46.1% | $125,391-14.0% |
| Participation rate | 85.7% | 76.8%+9.0pp | 73.4%+12.3pp | 83.2%+2.5pp |
| Annual return | 0.94% | 3123.53%-3122.6pp | 2267.84%-2266.9pp | 282.22%-281.3pp |
| Employer contribution / active EE | $0 | $3,123-100.0% | $2,787-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $12,207 | $3,992+205.8% | $3,583+240.7% | $5,352+128.1% |
| Admin fee / account holder | $915 | $5,691-83.9% | $4,880-81.2% | $9,540-90.4% |