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 | $59,703 | $82,664-27.8% | $125,339-52.4% | $68,494-12.8% |
| Participation rate | 78.8% | 75.0%+3.7pp | 82.4%-3.6pp | 67.9%+10.9pp |
| Annual return | -17.58% | -5.97%-11.6pp | 572.05%-589.6pp | -7.84%-9.7pp |
| Employer contribution / active EE | $587 | $3,381-82.6% | $4,814-87.8% | $2,596-77.4% |
| Participant deferral / active EE | $3,240 | $6,110-47.0% | $7,446-56.5% | $4,027-19.5% |
| Admin fee / account holder | $5,588 | $6,275-10.9% | $10,010-44.2% | $5,403+3.4% |