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 | $21,877 | $57,354-61.9% | $83,848-73.9% | $64,186-65.9% |
| Participation rate | 73.9% | 68.6%+5.3pp | 76.1%-2.2pp | 69.6%+4.3pp |
| Annual return | -7.21% | 11.38%-18.6pp | 850.88%-858.1pp | 7.63%-14.8pp |
| Employer contribution / active EE | $522 | $2,545-79.5% | $3,631-85.6% | $2,381-78.1% |
| Participant deferral / active EE | $1,806 | $2,993-39.7% | $4,082-55.7% | $3,470-47.9% |
| Admin fee / account holder | $1,183 | $4,046-70.8% | $5,478-78.4% | $4,888-75.8% |