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 | $15,179 | $73,867-79.5% | $143,757-89.4% | $68,494-77.8% |
| Participation rate | 81.4% | 66.7%+14.7pp | 80.3%+1.1pp | 67.9%+13.5pp |
| Annual return | -13.39% | 1.01%-14.4pp | -0.04%-13.4pp | -7.84%-5.6pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,951-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,698 | $3,384+38.8% | $5,637-16.6% | $4,027+16.7% |
| Admin fee / account holder | $1,513 | $5,755-73.7% | $14,673-89.7% | $5,403-72.0% |