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 | $50,357 | $64,707-22.2% | $112,228-55.1% | $68,494-26.5% |
| Participation rate | 85.4% | 67.2%+18.3pp | 75.1%+10.4pp | 67.9%+17.5pp |
| Annual return | -14.21% | -11.40%-2.8pp | 27.45%-41.7pp | -7.84%-6.4pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,635-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,391 | $3,565-4.9% | $4,728-28.3% | $4,027-15.8% |
| Admin fee / account holder | $4,046 | $5,232-22.7% | $6,410-36.9% | $5,403-25.1% |