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 | $24,964 | $100,754-75.2% | $86,677-71.2% | $134,475-81.4% |
| Participation rate | 95.7% | 78.9%+16.7pp | 76.6%+19.1pp | 81.2%+14.4pp |
| Annual return | -13.86% | 29.04%-42.9pp | 35.91%-49.8pp | 417.96%-431.8pp |
| Employer contribution / active EE | $0 | $3,489-100.0% | $2,836-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $2,619 | $5,338-50.9% | $4,656-43.7% | $6,400-59.1% |
| Admin fee / account holder | $17,093 | $10,926+56.4% | $7,493+128.1% | $11,426+49.6% |