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 | $75,179 | $133,958-43.9% | $112,228-33.0% | $134,475-44.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -11.41% | 47.11%-58.5pp | 27.45%-38.9pp | 417.96%-429.4pp |
| Employer contribution / active EE | $362 | $4,038-91.0% | $3,635-90.1% | $4,740-92.4% |
| Participant deferral / active EE | $2,557 | $5,291-51.7% | $4,728-45.9% | $6,400-60.1% |
| Admin fee / account holder | $505 | $7,489-93.3% | $6,410-92.1% | $11,426-95.6% |