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 | $70,660 | $94,529-25.3% | $140,016-49.5% | $64,186+10.1% |
| Participation rate | 82.5% | 84.1%-1.6pp | 87.5%-5.0pp | 69.6%+12.9pp |
| Annual return | -5.25% | 7.77%-13.0pp | 651.12%-656.4pp | 7.63%-12.9pp |
| Employer contribution / active EE | $28 | $3,812-99.3% | $5,606-99.5% | $2,381-98.8% |
| Participant deferral / active EE | $4,179 | $5,250-20.4% | $6,927-39.7% | $3,470+20.4% |
| Admin fee / account holder | $16,537 | $6,741+145.3% | $10,705+54.5% | $4,888+238.3% |