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 | $74,860 | $82,664-9.4% | $125,339-40.3% | $68,494+9.3% |
| Participation rate | 75.8% | 75.0%+0.7pp | 82.4%-6.6pp | 67.9%+7.9pp |
| Annual return | -14.39% | -5.97%-8.4pp | 572.05%-586.4pp | -7.84%-6.5pp |
| Employer contribution / active EE | $495 | $3,381-85.4% | $4,814-89.7% | $2,596-80.9% |
| Participant deferral / active EE | $4,152 | $6,110-32.1% | $7,446-44.2% | $4,027+3.1% |
| Admin fee / account holder | $2,148 | $6,275-65.8% | $10,010-78.5% | $5,403-60.2% |