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 | $57,182 | $54,350+5.2% | $82,719-30.9% | $68,494-16.5% |
| Participation rate | 90.6% | 63.9%+26.7pp | 72.6%+18.1pp | 67.9%+22.7pp |
| Annual return | -17.37% | -13.67%-3.7pp | 701.18%-718.5pp | -7.84%-9.5pp |
| Employer contribution / active EE | $239 | $2,218-89.2% | $3,009-92.1% | $2,596-90.8% |
| Participant deferral / active EE | $1,976 | $3,246-39.1% | $4,395-55.1% | $4,027-50.9% |
| Admin fee / account holder | $991 | $4,395-77.5% | $5,329-81.4% | $5,403-81.7% |