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 6-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 | $23,742 | $82,664-71.3% | $125,339-81.1% | $68,494-65.3% |
| Participation rate | 80.7% | 75.0%+5.7pp | 82.4%-1.7pp | 67.9%+12.8pp |
| Annual return | -15.12% | -5.97%-9.2pp | 572.05%-587.2pp | -7.84%-7.3pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,852 | $6,110-4.2% | $7,446-21.4% | $4,027+45.3% |
| Admin fee / account holder | $1,885 | $6,275-70.0% | $10,010-81.2% | $5,403-65.1% |