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 7-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 | $15,517 | $138,044-88.8% | $125,339-87.6% | $134,475-88.5% |
| Participation rate | 90.9% | 84.5%+6.4pp | 82.4%+8.5pp | 81.2%+9.7pp |
| Annual return | -11.06% | 750.33%-761.4pp | 572.05%-583.1pp | 417.96%-429.0pp |
| Employer contribution / active EE | $0 | $5,243-100.0% | $4,814-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $9,653 | $7,799+23.8% | $7,446+29.6% | $6,400+50.8% |
| Admin fee / account holder | $1,228 | $11,571-89.4% | $10,010-87.7% | $11,426-89.2% |