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 | $52,084 | $57,354-9.2% | $83,848-37.9% | $64,186-18.9% |
| Participation rate | 82.1% | 68.6%+13.5pp | 76.1%+6.0pp | 69.6%+12.6pp |
| Annual return | -4.07% | 11.38%-15.4pp | 850.88%-854.9pp | 7.63%-11.7pp |
| Employer contribution / active EE | $433 | $2,545-83.0% | $3,631-88.1% | $2,381-81.8% |
| Participant deferral / active EE | $2,345 | $2,993-21.6% | $4,082-42.5% | $3,470-32.4% |
| Admin fee / account holder | $5,499 | $4,046+35.9% | $5,478+0.4% | $4,888+12.5% |