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 | $33,974 | $106,543-68.1% | $91,220-62.8% | $134,475-74.7% |
| Participation rate | 75.0% | 76.8%-1.8pp | 73.2%+1.8pp | 81.2%-6.2pp |
| Annual return | -18.35% | 160.60%-178.9pp | 114.01%-132.4pp | 417.96%-436.3pp |
| Employer contribution / active EE | $119 | $3,331-96.4% | $2,850-95.8% | $4,740-97.5% |
| Participant deferral / active EE | $1,288 | $4,719-72.7% | $4,234-69.6% | $6,400-79.9% |
| Admin fee / account holder | $2,870 | $6,231-53.9% | $5,420-47.0% | $11,426-74.9% |