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 | $43,717 | $81,900-46.6% | $119,609-63.4% | $68,494-36.2% |
| Participation rate | 82.9% | 71.9%+11.0pp | 79.3%+3.6pp | 67.9%+15.0pp |
| Annual return | -13.40% | -23.82%+10.4pp | -14.97%+1.6pp | -7.84%-5.6pp |
| Employer contribution / active EE | $629 | $2,693-76.7% | $4,232-85.1% | $2,596-75.8% |
| Participant deferral / active EE | $3,114 | $4,148-24.9% | $5,602-44.4% | $4,027-22.7% |
| Admin fee / account holder | $1,391 | $6,582-78.9% | $10,323-86.5% | $5,403-74.2% |