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 | $148,700 | $105,860+40.5% | $90,749+63.9% | $134,475+10.6% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -17.63% | -11.01%-6.6pp | -12.16%-5.5pp | 417.96%-435.6pp |
| Employer contribution / active EE | $303 | $3,462-91.3% | $2,921-89.6% | $4,740-93.6% |
| Participant deferral / active EE | $4,143 | $5,216-20.6% | $4,564-9.2% | $6,400-35.3% |
| Admin fee / account holder | $2,475 | $13,938-82.2% | $8,445-70.7% | $11,426-78.3% |