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 | $14,839 | $75,935-80.5% | $60,547-75.5% | $125,391-88.2% |
| Participation rate | 83.3% | 76.5%+6.8pp | 68.0%+15.4pp | 83.2%+0.1pp |
| Annual return | 0.05% | -5.38%+5.4pp | 335.64%-335.6pp | 282.22%-282.2pp |
| Employer contribution / active EE | $0 | $3,438-100.0% | $2,419-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,428 | $4,506-46.1% | $3,328-27.0% | $5,352-54.6% |
| Admin fee / account holder | $614 | $6,768-90.9% | $4,536-86.5% | $9,540-93.6% |