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 | $114,603 | $167,307-31.5% | $143,757-20.3% | $134,475-14.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -12.05% | 0.46%-12.5pp | -0.04%-12.0pp | 417.96%-430.0pp |
| Employer contribution / active EE | $437 | $5,619-92.2% | $4,951-91.2% | $4,740-90.8% |
| Participant deferral / active EE | $10,000 | $6,446+55.1% | $5,637+77.4% | $6,400+56.3% |
| Admin fee / account holder | $65,861 | $18,088+264.1% | $14,673+348.9% | $11,426+476.4% |