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 | $17,713 | $76,000-76.7% | $154,107-88.5% | $64,186-72.4% |
| Participation rate | 95.6% | 70.4%+25.1pp | 83.0%+12.5pp | 69.6%+26.0pp |
| Annual return | -3.99% | 30.32%-34.3pp | 735.12%-739.1pp | 7.63%-11.6pp |
| Employer contribution / active EE | $366 | $3,351-89.1% | $5,298-93.1% | $2,381-84.6% |
| Participant deferral / active EE | $1,465 | $3,175-53.9% | $5,081-71.2% | $3,470-57.8% |
| Admin fee / account holder | $1,935 | $5,596-65.4% | $13,411-85.6% | $4,888-60.4% |