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 | $67,506 | $82,664-18.3% | $125,339-46.1% | $68,494-1.4% |
| Participation rate | 80.0% | 75.0%+5.0pp | 82.4%-2.4pp | 67.9%+12.1pp |
| Annual return | -17.08% | -5.97%-11.1pp | 572.05%-589.1pp | -7.84%-9.2pp |
| Employer contribution / active EE | $636 | $3,381-81.2% | $4,814-86.8% | $2,596-75.5% |
| Participant deferral / active EE | $4,710 | $6,110-22.9% | $7,446-36.8% | $4,027+16.9% |
| Admin fee / account holder | $8,340 | $6,275+32.9% | $10,010-16.7% | $5,403+54.4% |