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 | $64,589 | $99,032-34.8% | $80,019-19.3% | $135,375-52.3% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -5.29% | 15.39%-20.7pp | 11.22%-16.5pp | 519.73%-525.0pp |
| Employer contribution / active EE | $375 | $3,043-87.7% | $2,468-84.8% | $4,779-92.2% |
| Participant deferral / active EE | $4,622 | $4,282+7.9% | $3,686+25.4% | $5,609-17.6% |
| Admin fee / account holder | $8,047 | $10,436-22.9% | $6,521+23.4% | $10,827-25.7% |