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 | $80,969 | $54,229+49.3% | $70,092+15.5% | $68,494+18.2% |
| Participation rate | 100.0% | 64.5%+35.5pp | 70.5%+29.5pp | 67.9%+32.1pp |
| Annual return | -11.68% | -13.87%+2.2pp | 190.73%-202.4pp | -7.84%-3.8pp |
| Employer contribution / active EE | -$421 | $2,018-120.8% | $2,559-116.4% | $2,596-116.2% |
| Participant deferral / active EE | $1,959 | $2,956-33.7% | $3,849-49.1% | $4,027-51.4% |
| Admin fee / account holder | $1,226 | $4,694-73.9% | $6,267-80.4% | $5,403-77.3% |