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 | $125,005 | $106,543+17.3% | $91,220+37.0% | $134,475-7.0% |
| Participation rate | 81.0% | 76.8%+4.1pp | 73.2%+7.8pp | 81.2%-0.3pp |
| Annual return | -12.75% | 160.60%-173.3pp | 114.01%-126.8pp | 417.96%-430.7pp |
| Employer contribution / active EE | $0 | $3,331-100.0% | $2,850-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $3,822 | $4,719-19.0% | $4,234-9.7% | $6,400-40.3% |
| Admin fee / account holder | $18,336 | $6,231+194.3% | $5,420+238.3% | $11,426+60.5% |