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 | $12,599 | $73,867-82.9% | $143,757-91.2% | $68,494-81.6% |
| Participation rate | 77.5% | 66.7%+10.8pp | 80.3%-2.8pp | 67.9%+9.6pp |
| Annual return | -5.85% | 1.01%-6.9pp | -0.04%-5.8pp | -7.84%+2.0pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,951-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,803 | $3,384-46.7% | $5,637-68.0% | $4,027-55.2% |
| Admin fee / account holder | $33,022 | $5,755+473.8% | $14,673+125.1% | $5,403+511.2% |