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 | $235,124 | $129,942+80.9% | $104,294+125.4% | $134,475+74.8% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -13.04% | 42.03%-55.1pp | 24.61%-37.7pp | 417.96%-431.0pp |
| Employer contribution / active EE | $183 | $4,184-95.6% | $3,372-94.6% | $4,740-96.1% |
| Participant deferral / active EE | $0 | $5,588-100.0% | $4,625-100.0% | $6,400-100.0% |
| Admin fee / account holder | $1,223 | $9,323-86.9% | $7,339-83.3% | $11,426-89.3% |