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 | $43,574 | $56,199-22.5% | $67,652-35.6% | $59,632-26.9% |
| Participation rate | 76.8% | 71.5%+5.3pp | 75.7%+1.1pp | 68.7%+8.1pp |
| Annual return | -0.01% | 18505.31%-18505.3pp | 6625.04%-6625.1pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $294 | $1,614-81.8% | $2,266-87.0% | $2,203-86.6% |
| Participant deferral / active EE | $1,586 | $2,844-44.2% | $3,560-55.5% | $3,192-50.3% |
| Admin fee / account holder | $1,794 | $3,958-54.7% | $4,821-62.8% | $4,297-58.3% |