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 | $54,136 | $82,664-34.5% | $125,339-56.8% | $68,494-21.0% |
| Participation rate | 80.0% | 75.0%+5.0pp | 82.4%-2.4pp | 67.9%+12.1pp |
| Annual return | -16.54% | -5.97%-10.6pp | 572.05%-588.6pp | -7.84%-8.7pp |
| Employer contribution / active EE | $472 | $3,381-86.0% | $4,814-90.2% | $2,596-81.8% |
| Participant deferral / active EE | $3,527 | $6,110-42.3% | $7,446-52.6% | $4,027-12.4% |
| Admin fee / account holder | $4,899 | $6,275-21.9% | $10,010-51.1% | $5,403-9.3% |