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 | $72,601 | $78,694-7.7% | $67,652+7.3% | $125,391-42.1% |
| Participation rate | 90.9% | 78.8%+12.1pp | 75.7%+15.2pp | 83.2%+7.7pp |
| Annual return | -2.04% | 9.46%-11.5pp | 6625.04%-6627.1pp | 282.22%-284.3pp |
| Employer contribution / active EE | $223 | $3,044-92.7% | $2,266-90.2% | $4,866-95.4% |
| Participant deferral / active EE | $4,330 | $4,292+0.9% | $3,560+21.6% | $5,352-19.1% |
| Admin fee / account holder | $510 | $7,403-93.1% | $4,821-89.4% | $9,540-94.7% |