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 | $37,500 | $56,199-33.3% | $67,652-44.6% | $59,632-37.1% |
| Participation rate | 73.1% | 71.5%+1.7pp | 75.7%-2.5pp | 68.7%+4.5pp |
| Annual return | -0.57% | 18505.31%-18505.9pp | 6625.04%-6625.6pp | 2041.28%-2041.9pp |
| Employer contribution / active EE | $225 | $1,614-86.1% | $2,266-90.1% | $2,203-89.8% |
| Participant deferral / active EE | $1,813 | $2,844-36.3% | $3,560-49.1% | $3,192-43.2% |
| Admin fee / account holder | $2,862 | $3,958-27.7% | $4,821-40.6% | $4,297-33.4% |