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 | $54,196 | $63,924-15.2% | $108,579-50.1% | $55,167-1.8% |
| Participation rate | 75.2% | 74.3%+0.9pp | 79.6%-4.3pp | 69.0%+6.2pp |
| Annual return | 9.01% | 15.31%-6.3pp | -51.70%+60.7pp | 169.23%-160.2pp |
| Employer contribution / active EE | $445 | $1,879-76.3% | $3,758-88.2% | $1,963-77.3% |
| Participant deferral / active EE | $2,743 | $3,067-10.6% | $4,311-36.4% | $3,054-10.2% |
| Admin fee / account holder | $1,070 | $618+73.2% | $7,645-86.0% | $504+112.3% |