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 | $47,777 | $107,791-55.7% | $90,645-47.3% | $135,375-64.7% |
| Participation rate | 77.8% | 78.0%-0.3pp | 74.0%+3.8pp | 82.6%-4.9pp |
| Annual return | -6.55% | -0.90%-5.6pp | 1.88%-8.4pp | 519.73%-526.3pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,532-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,100 | $3,872-45.8% | $3,425-38.7% | $5,609-62.6% |
| Admin fee / account holder | $15,884 | $5,930+167.9% | $4,994+218.1% | $10,827+46.7% |