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 | $30,897 | $88,594-65.1% | $70,092-55.9% | $134,475-77.0% |
| Participation rate | 88.2% | 74.9%+13.3pp | 70.5%+17.8pp | 81.2%+7.0pp |
| Annual return | -19.62% | 442.67%-462.3pp | 190.73%-210.3pp | 417.96%-437.6pp |
| Employer contribution / active EE | $0 | $3,233-100.0% | $2,559-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $3,302 | $4,772-30.8% | $3,849-14.2% | $6,400-48.4% |
| Admin fee / account holder | $1,203 | $10,441-88.5% | $6,267-80.8% | $11,426-89.5% |