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 | $27,086 | $48,265-43.9% | $68,791-60.6% | $68,494-60.5% |
| Participation rate | 92.3% | 60.7%+31.6pp | 69.0%+23.3pp | 67.9%+24.4pp |
| Annual return | -13.29% | -12.71%-0.6pp | -6.38%-6.9pp | -7.84%-5.4pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $2,655-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,600 | $2,867+25.6% | $3,941-8.6% | $4,027-10.6% |
| Admin fee / account holder | $4,144 | $4,355-4.9% | $4,932-16.0% | $5,403-23.3% |