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 | $49,131 | $54,350-9.6% | $82,719-40.6% | $68,494-28.3% |
| Participation rate | 71.4% | 63.9%+7.5pp | 72.6%-1.1pp | 67.9%+3.5pp |
| Annual return | -13.84% | -13.67%-0.2pp | 701.18%-715.0pp | -7.84%-6.0pp |
| Employer contribution / active EE | $141 | $2,218-93.6% | $3,009-95.3% | $2,596-94.6% |
| Participant deferral / active EE | $1,996 | $3,246-38.5% | $4,395-54.6% | $4,027-50.4% |
| Admin fee / account holder | $4,084 | $4,395-7.1% | $5,329-23.4% | $5,403-24.4% |