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 | $14,598 | $76,000-80.8% | $154,107-90.5% | $64,186-77.3% |
| Participation rate | 84.6% | 70.4%+14.2pp | 83.0%+1.6pp | 69.6%+15.0pp |
| Annual return | -7.20% | 30.32%-37.5pp | 735.12%-742.3pp | 7.63%-14.8pp |
| Employer contribution / active EE | $17 | $3,351-99.5% | $5,298-99.7% | $2,381-99.3% |
| Participant deferral / active EE | $1,937 | $3,175-39.0% | $5,081-61.9% | $3,470-44.2% |
| Admin fee / account holder | $3,399 | $5,596-39.3% | $13,411-74.7% | $4,888-30.5% |