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 | $13,178 | $32,117-59.0% | $71,086-81.5% | $64,186-79.5% |
| Participation rate | 89.0% | 42.7%+46.3pp | 54.7%+34.4pp | 69.6%+19.5pp |
| Annual return | -6.93% | -5.57%-1.4pp | 650.59%-657.5pp | 7.63%-14.6pp |
| Employer contribution / active EE | $91 | $712-87.3% | $1,088-91.7% | $2,381-96.2% |
| Participant deferral / active EE | $1,713 | $1,263+35.7% | $1,874-8.6% | $3,470-50.6% |
| Admin fee / account holder | $376 | $2,759-86.4% | $3,082-87.8% | $4,888-92.3% |