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 | $38,479 | $64,707-40.5% | $112,228-65.7% | $68,494-43.8% |
| Participation rate | 81.8% | 67.2%+14.7pp | 75.1%+6.8pp | 67.9%+13.9pp |
| Annual return | -15.08% | -11.40%-3.7pp | 27.45%-42.5pp | -7.84%-7.2pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,635-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,308 | $3,565-35.3% | $4,728-51.2% | $4,027-42.7% |
| Admin fee / account holder | $1,595 | $5,232-69.5% | $6,410-75.1% | $5,403-70.5% |