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 | $25,815 | $82,664-68.8% | $125,339-79.4% | $68,494-62.3% |
| Participation rate | 97.4% | 75.0%+22.3pp | 82.4%+15.0pp | 67.9%+29.5pp |
| Annual return | -15.14% | -5.97%-9.2pp | 572.05%-587.2pp | -7.84%-7.3pp |
| Employer contribution / active EE | $538 | $3,381-84.1% | $4,814-88.8% | $2,596-79.3% |
| Participant deferral / active EE | $8,190 | $6,110+34.0% | $7,446+10.0% | $4,027+103.4% |
| Admin fee / account holder | $1,462 | $6,275-76.7% | $10,010-85.4% | $5,403-72.9% |