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 7-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 | $38,379 | $45,863-16.3% | $77,024-50.2% | $68,494-44.0% |
| Participation rate | 84.1% | 55.9%+28.2pp | 67.9%+16.2pp | 67.9%+16.2pp |
| Annual return | -13.51% | 1.72%-15.2pp | 42.32%-55.8pp | -7.84%-5.7pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,812-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $13,586 | $2,962+358.6% | $4,426+206.9% | $4,027+237.4% |
| Admin fee / account holder | $372 | $3,041-87.8% | $5,425-93.1% | $5,403-93.1% |