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 | $13,278 | $99,640-86.7% | $86,436-84.6% | $134,475-90.1% |
| Participation rate | 71.4% | 82.0%-10.6pp | 80.3%-8.9pp | 81.2%-9.8pp |
| Annual return | -17.31% | 6782.58%-6799.9pp | 4394.89%-4412.2pp | 417.96%-435.3pp |
| Employer contribution / active EE | $355 | $4,400-91.9% | $3,769-90.6% | $4,740-92.5% |
| Participant deferral / active EE | $2,498 | $7,246-65.5% | $6,952-64.1% | $6,400-61.0% |
| Admin fee / account holder | $363 | $8,371-95.7% | $6,731-94.6% | $11,426-96.8% |