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 | $46,952 | $142,344-67.0% | $119,609-60.7% | $134,475-65.1% |
| Participation rate | 90.0% | 82.8%+7.2pp | 79.3%+10.7pp | 81.2%+8.8pp |
| Annual return | -11.60% | -12.44%+0.8pp | -14.97%+3.4pp | 417.96%-429.6pp |
| Employer contribution / active EE | $333 | $5,222-93.6% | $4,232-92.1% | $4,740-93.0% |
| Participant deferral / active EE | $4,037 | $6,469-37.6% | $5,602-27.9% | $6,400-36.9% |
| Admin fee / account holder | $62,468 | $13,584+359.9% | $10,323+505.1% | $11,426+446.7% |