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 | $38,962 | $81,900-52.4% | $119,609-67.4% | $68,494-43.1% |
| Participation rate | 91.1% | 71.9%+19.2pp | 79.3%+11.9pp | 67.9%+23.2pp |
| Annual return | -18.21% | -23.82%+5.6pp | -14.97%-3.2pp | -7.84%-10.4pp |
| Employer contribution / active EE | $0 | $2,693-100.0% | $4,232-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,093 | $4,148+22.8% | $5,602-9.1% | $4,027+26.5% |
| Admin fee / account holder | $810 | $6,582-87.7% | $10,323-92.2% | $5,403-85.0% |