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 6-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 | $31,473 | $167,484-81.2% | $151,611-79.2% | $134,475-76.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -17.99% | 7.80%-25.8pp | 3.33%-21.3pp | 417.96%-436.0pp |
| Employer contribution / active EE | $1,079 | $6,829-84.2% | $6,166-82.5% | $4,740-77.2% |
| Participant deferral / active EE | $5,816 | $8,986-35.3% | $8,363-30.5% | $6,400-9.1% |
| Admin fee / account holder | $3,243 | $13,783-76.5% | $11,616-72.1% | $11,426-71.6% |