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 | $220,974 | $82,664+167.3% | $125,339+76.3% | $68,494+222.6% |
| Participation rate | 90.0% | 75.0%+15.0pp | 82.4%+7.6pp | 67.9%+22.1pp |
| Annual return | -15.76% | -5.97%-9.8pp | 572.05%-587.8pp | -7.84%-7.9pp |
| Employer contribution / active EE | $217 | $3,381-93.6% | $4,814-95.5% | $2,596-91.7% |
| Participant deferral / active EE | $4,785 | $6,110-21.7% | $7,446-35.7% | $4,027+18.8% |
| Admin fee / account holder | $1,413 | $6,275-77.5% | $10,010-85.9% | $5,403-73.8% |