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 | $8,645 | $93,024-90.7% | $77,024-88.8% | $134,475-93.6% |
| Participation rate | 77.8% | 74.5%+3.3pp | 67.9%+9.9pp | 81.2%-3.4pp |
| Annual return | -19.78% | 62.60%-82.4pp | 42.32%-62.1pp | 417.96%-437.7pp |
| Employer contribution / active EE | $231 | $3,418-93.2% | $2,812-91.8% | $4,740-95.1% |
| Participant deferral / active EE | $2,383 | $5,238-54.5% | $4,426-46.2% | $6,400-62.8% |
| Admin fee / account holder | $4,724 | $6,944-32.0% | $5,425-12.9% | $11,426-58.7% |