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 | $34,053 | $168,632-79.8% | $147,614-76.9% | $125,391-72.8% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -1.44% | 77.65%-79.1pp | 61.98%-63.4pp | 282.22%-283.7pp |
| Employer contribution / active EE | $639 | $6,252-89.8% | $5,564-88.5% | $4,866-86.9% |
| Participant deferral / active EE | $2,276 | $5,507-58.7% | $4,895-53.5% | $5,352-57.5% |
| Admin fee / account holder | $2,273 | $13,580-83.3% | $11,611-80.4% | $9,540-76.2% |