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 | $36,111 | $158,817-77.3% | $121,196-70.2% | $135,375-73.3% |
| Participation rate | 78.6% | 79.3%-0.7pp | 71.7%+6.8pp | 82.6%-4.1pp |
| Annual return | -3.10% | -0.64%-2.5pp | 16.93%-20.0pp | 519.73%-522.8pp |
| Employer contribution / active EE | $0 | $5,665-100.0% | $4,022-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $6,025 | $4,005+50.4% | $3,344+80.2% | $5,609+7.4% |
| Admin fee / account holder | $8,488 | $6,512+30.3% | $5,019+69.1% | $10,827-21.6% |