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 | $21,256 | $67,331-68.4% | $60,874-65.1% | $134,475-84.2% |
| Participation rate | 90.9% | 76.2%+14.7pp | 73.1%+17.8pp | 81.2%+9.7pp |
| Annual return | -8.76% | 49.93%-58.7pp | 16.90%-25.7pp | 417.96%-426.7pp |
| Employer contribution / active EE | $147 | $3,096-95.3% | $2,701-94.6% | $4,740-96.9% |
| Participant deferral / active EE | $2,726 | $4,538-39.9% | $3,817-28.6% | $6,400-57.4% |
| Admin fee / account holder | $4,186 | $4,582-8.6% | $3,224+29.8% | $11,426-63.4% |