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 | $52,549 | $81,900-35.8% | $119,609-56.1% | $68,494-23.3% |
| Participation rate | 95.7% | 71.9%+23.8pp | 79.3%+16.4pp | 67.9%+27.8pp |
| Annual return | -15.52% | -23.82%+8.3pp | -14.97%-0.6pp | -7.84%-7.7pp |
| Employer contribution / active EE | $462 | $2,693-82.8% | $4,232-89.1% | $2,596-82.2% |
| Participant deferral / active EE | $2,822 | $4,148-32.0% | $5,602-49.6% | $4,027-29.9% |
| Admin fee / account holder | $525 | $6,582-92.0% | $10,323-94.9% | $5,403-90.3% |