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 | $31,671 | $82,664-61.7% | $125,339-74.7% | $68,494-53.8% |
| Participation rate | 87.2% | 75.0%+12.2pp | 82.4%+4.9pp | 67.9%+19.3pp |
| Annual return | -15.81% | -5.97%-9.8pp | 572.05%-587.9pp | -7.84%-8.0pp |
| Employer contribution / active EE | $349 | $3,381-89.7% | $4,814-92.8% | $2,596-86.6% |
| Participant deferral / active EE | $2,811 | $6,110-54.0% | $7,446-62.3% | $4,027-30.2% |
| Admin fee / account holder | $4,587 | $6,275-26.9% | $10,010-54.2% | $5,403-15.1% |