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 | $68,558 | $66,302+3.4% | $110,238-37.8% | $56,287+21.8% |
| Participation rate | 93.3% | 74.9%+18.4pp | 79.8%+13.5pp | 69.9%+23.5pp |
| Annual return | -5.42% | -1.18%-4.2pp | 314.74%-320.2pp | -9.96%+4.5pp |
| Employer contribution / active EE | $530 | $2,047-74.1% | $3,826-86.1% | $2,111-74.9% |
| Participant deferral / active EE | $4,219 | $3,381+24.8% | $4,672-9.7% | $3,350+25.9% |
| Admin fee / account holder | $1,226 | $698+75.5% | $8,547-85.7% | $521+135.3% |