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 | $31,598 | $105,860-70.2% | $90,749-65.2% | $134,475-76.5% |
| Participation rate | 85.0% | 78.2%+6.8pp | 75.7%+9.3pp | 81.2%+3.8pp |
| Annual return | -17.27% | -11.01%-6.3pp | -12.16%-5.1pp | 417.96%-435.2pp |
| Employer contribution / active EE | $299 | $3,462-91.4% | $2,921-89.8% | $4,740-93.7% |
| Participant deferral / active EE | $3,537 | $5,216-32.2% | $4,564-22.5% | $6,400-44.7% |
| Admin fee / account holder | $3,779 | $13,938-72.9% | $8,445-55.2% | $11,426-66.9% |