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 | $68,579 | $133,958-48.8% | $112,228-38.9% | $134,475-49.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -12.35% | 47.11%-59.5pp | 27.45%-39.8pp | 417.96%-430.3pp |
| Employer contribution / active EE | $133 | $4,038-96.7% | $3,635-96.3% | $4,740-97.2% |
| Participant deferral / active EE | $3,644 | $5,291-31.1% | $4,728-22.9% | $6,400-43.1% |
| Admin fee / account holder | $95,059 | $7,489+1169.4% | $6,410+1383.0% | $11,426+732.0% |