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 | $38,173 | $59,805-36.2% | $79,550-52.0% | $68,494-44.3% |
| Participation rate | 91.8% | 61.1%+30.7pp | 69.5%+22.3pp | 67.9%+23.9pp |
| Annual return | -12.57% | -12.30%-0.3pp | 0.16%-12.7pp | -7.84%-4.7pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,924 | $3,024-3.3% | $3,985-26.6% | $4,027-27.4% |
| Admin fee / account holder | $2,594 | $4,835-46.3% | $6,832-62.0% | $5,403-52.0% |