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 | $26,577 | $81,900-67.5% | $119,609-77.8% | $68,494-61.2% |
| Participation rate | 77.8% | 71.9%+5.9pp | 79.3%-1.5pp | 67.9%+9.9pp |
| Annual return | -9.82% | -23.82%+14.0pp | -14.97%+5.2pp | -7.84%-2.0pp |
| Employer contribution / active EE | $199 | $2,693-92.6% | $4,232-95.3% | $2,596-92.3% |
| Participant deferral / active EE | $2,743 | $4,148-33.9% | $5,602-51.0% | $4,027-31.9% |
| Admin fee / account holder | $1,847 | $6,582-71.9% | $10,323-82.1% | $5,403-65.8% |