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 | $32,329 | $54,350-40.5% | $82,719-60.9% | $68,494-52.8% |
| Participation rate | 74.3% | 63.9%+10.4pp | 72.6%+1.7pp | 67.9%+6.4pp |
| Annual return | -14.67% | -13.67%-1.0pp | 701.18%-715.8pp | -7.84%-6.8pp |
| Employer contribution / active EE | $3 | $2,218-99.9% | $3,009-99.9% | $2,596-99.9% |
| Participant deferral / active EE | $5,182 | $3,246+59.6% | $4,395+17.9% | $4,027+28.7% |
| Admin fee / account holder | $2,718 | $4,395-38.2% | $5,329-49.0% | $5,403-49.7% |