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 | $40,079 | $82,664-51.5% | $125,339-68.0% | $68,494-41.5% |
| Participation rate | 80.3% | 75.0%+5.3pp | 82.4%-2.1pp | 67.9%+12.4pp |
| Annual return | -18.96% | -5.97%-13.0pp | 572.05%-591.0pp | -7.84%-11.1pp |
| Employer contribution / active EE | $660 | $3,381-80.5% | $4,814-86.3% | $2,596-74.6% |
| Participant deferral / active EE | $2,754 | $6,110-54.9% | $7,446-63.0% | $4,027-31.6% |
| Admin fee / account holder | $7,320 | $6,275+16.6% | $10,010-26.9% | $5,403+35.5% |