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 | $47,529 | $76,000-37.5% | $154,107-69.2% | $64,186-26.0% |
| Participation rate | 80.8% | 70.4%+10.4pp | 83.0%-2.3pp | 69.6%+11.2pp |
| Annual return | -2.77% | 30.32%-33.1pp | 735.12%-737.9pp | 7.63%-10.4pp |
| Employer contribution / active EE | $275 | $3,351-91.8% | $5,298-94.8% | $2,381-88.4% |
| Participant deferral / active EE | $2,433 | $3,175-23.4% | $5,081-52.1% | $3,470-29.9% |
| Admin fee / account holder | $3,116 | $5,596-44.3% | $13,411-76.8% | $4,888-36.3% |