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 | $38,722 | $94,529-59.0% | $140,016-72.3% | $64,186-39.7% |
| Participation rate | 84.6% | 84.1%+0.5pp | 87.5%-2.9pp | 69.6%+15.0pp |
| Annual return | -4.54% | 7.77%-12.3pp | 651.12%-655.7pp | 7.63%-12.2pp |
| Employer contribution / active EE | $1,017 | $3,812-73.3% | $5,606-81.9% | $2,381-57.3% |
| Participant deferral / active EE | $2,492 | $5,250-52.5% | $6,927-64.0% | $3,470-28.2% |
| Admin fee / account holder | $20,826 | $6,741+209.0% | $10,705+94.5% | $4,888+326.1% |