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 | $32,666 | $95,193-65.7% | $76,523-57.3% | $135,375-75.9% |
| Participation rate | 87.5% | 74.4%+13.1pp | 68.0%+19.5pp | 82.6%+4.9pp |
| Annual return | -3.97% | 4.85%-8.8pp | -0.27%-3.7pp | 519.73%-523.7pp |
| Employer contribution / active EE | $0 | $3,302-100.0% | $2,647-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $6,059 | $4,639+30.6% | $3,835+58.0% | $5,609+8.0% |
| Admin fee / account holder | $5,752 | $6,249-7.9% | $4,848+18.6% | $10,827-46.9% |