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 6-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 | $43,066 | $152,509-71.8% | $117,472-63.3% | $134,475-68.0% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -3.63% | 52.99%-56.6pp | 29.74%-33.4pp | 417.96%-421.6pp |
| Employer contribution / active EE | $140 | $5,571-97.5% | $4,176-96.6% | $4,740-97.0% |
| Participant deferral / active EE | $19,340 | $4,818+301.4% | $4,070+375.2% | $6,400+202.2% |
| Admin fee / account holder | $657 | $7,004-90.6% | $5,645-88.4% | $11,426-94.2% |