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 | $52,092 | $56,357-7.6% | $104,294-50.1% | $68,494-23.9% |
| Participation rate | 96.8% | 63.3%+33.5pp | 73.3%+23.5pp | 67.9%+28.9pp |
| Annual return | -15.67% | -9.19%-6.5pp | 24.61%-40.3pp | -7.84%-7.8pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $3,372-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,799 | $3,077+88.5% | $4,625+25.4% | $4,027+44.0% |
| Admin fee / account holder | $18,062 | $4,903+268.4% | $7,339+146.1% | $5,403+234.3% |