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 | $40,464 | $190,805-78.8% | $159,960-74.7% | $134,475-69.9% |
| Participation rate | 80.0% | 81.9%-1.9pp | 78.0%+2.0pp | 81.2%-1.2pp |
| Annual return | -15.85% | 552.23%-568.1pp | 408.60%-424.5pp | 417.96%-433.8pp |
| Employer contribution / active EE | $23 | $4,995-99.5% | $4,226-99.5% | $4,740-99.5% |
| Participant deferral / active EE | $2,400 | $6,923-65.3% | $6,182-61.2% | $6,400-62.5% |
| Admin fee / account holder | $96,575 | $10,471+822.3% | $8,698+1010.3% | $11,426+745.2% |