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 | $42,300 | $88,594-52.3% | $70,092-39.7% | $134,475-68.5% |
| Participation rate | 85.7% | 74.9%+10.8pp | 70.5%+15.2pp | 81.2%+4.5pp |
| Annual return | -12.32% | 442.67%-455.0pp | 190.73%-203.1pp | 417.96%-430.3pp |
| Employer contribution / active EE | $220 | $3,233-93.2% | $2,559-91.4% | $4,740-95.4% |
| Participant deferral / active EE | $1,609 | $4,772-66.3% | $3,849-58.2% | $6,400-74.9% |
| Admin fee / account holder | $876 | $10,441-91.6% | $6,267-86.0% | $11,426-92.3% |