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 | $24,668 | $100,754-75.5% | $86,677-71.5% | $134,475-81.7% |
| Participation rate | 95.5% | 78.9%+16.5pp | 76.6%+18.9pp | 81.2%+14.2pp |
| Annual return | -5.52% | 29.04%-34.6pp | 35.91%-41.4pp | 417.96%-423.5pp |
| Employer contribution / active EE | $7 | $3,489-99.8% | $2,836-99.7% | $4,740-99.8% |
| Participant deferral / active EE | $2,151 | $5,338-59.7% | $4,656-53.8% | $6,400-66.4% |
| Admin fee / account holder | $9,445 | $10,926-13.6% | $7,493+26.0% | $11,426-17.3% |