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 | $14,905 | $76,000-80.4% | $154,107-90.3% | $64,186-76.8% |
| Participation rate | 83.3% | 70.4%+12.9pp | 83.0%+0.3pp | 69.6%+13.8pp |
| Annual return | -4.03% | 30.32%-34.3pp | 735.12%-739.1pp | 7.63%-11.7pp |
| Employer contribution / active EE | $0 | $3,351-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,888 | $3,175-9.0% | $5,081-43.1% | $3,470-16.7% |
| Admin fee / account holder | $1,727 | $5,596-69.1% | $13,411-87.1% | $4,888-64.7% |