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 | $81,684 | $167,307-51.2% | $143,757-43.2% | $134,475-39.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.71% | 0.46%-16.2pp | -0.04%-15.7pp | 417.96%-433.7pp |
| Employer contribution / active EE | $786 | $5,619-86.0% | $4,951-84.1% | $4,740-83.4% |
| Participant deferral / active EE | $5,051 | $6,446-21.6% | $5,637-10.4% | $6,400-21.1% |
| Admin fee / account holder | $4,556 | $18,088-74.8% | $14,673-68.9% | $11,426-60.1% |