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 | $42,933 | $94,529-54.6% | $140,016-69.3% | $64,186-33.1% |
| Participation rate | 93.1% | 84.1%+9.0pp | 87.5%+5.6pp | 69.6%+23.5pp |
| Annual return | -4.19% | 7.77%-12.0pp | 651.12%-655.3pp | 7.63%-11.8pp |
| Employer contribution / active EE | $0 | $3,812-100.0% | $5,606-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,010 | $5,250-42.7% | $6,927-56.5% | $3,470-13.2% |
| Admin fee / account holder | $2,215 | $6,741-67.1% | $10,705-79.3% | $4,888-54.7% |