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 | $39,772 | $77,813-48.9% | $123,544-67.8% | $64,186-38.0% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -2.68% | 12.48%-15.2pp | 119.20%-121.9pp | 7.63%-10.3pp |
| Employer contribution / active EE | $439 | $3,014-85.4% | $4,628-90.5% | $2,381-81.6% |
| Participant deferral / active EE | $2,466 | $5,240-52.9% | $6,426-61.6% | $3,470-28.9% |
| Admin fee / account holder | $1,701 | $5,519-69.2% | $9,284-81.7% | $4,888-65.2% |