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 | $83,263 | $76,000+9.6% | $154,107-46.0% | $64,186+29.7% |
| Participation rate | 88.4% | 70.4%+18.0pp | 83.0%+5.3pp | 69.6%+18.8pp |
| Annual return | -4.74% | 30.32%-35.1pp | 735.12%-739.9pp | 7.63%-12.4pp |
| Employer contribution / active EE | $183 | $3,351-94.5% | $5,298-96.5% | $2,381-92.3% |
| Participant deferral / active EE | $3,409 | $3,175+7.4% | $5,081-32.9% | $3,470-1.7% |
| Admin fee / account holder | $4,620 | $5,596-17.5% | $13,411-65.6% | $4,888-5.5% |