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 | $49,737 | $42,894+16.0% | $60,874-18.3% | $68,494-27.4% |
| Participation rate | 80.4% | 66.8%+13.6pp | 73.1%+7.3pp | 67.9%+12.5pp |
| Annual return | -12.86% | -13.98%+1.1pp | 16.90%-29.8pp | -7.84%-5.0pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,701-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,309 | $2,867-19.5% | $3,817-39.5% | $4,027-42.7% |
| Admin fee / account holder | $8,526 | $3,101+175.0% | $3,224+164.4% | $5,403+57.8% |