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 | $32,577 | $82,664-60.6% | $125,339-74.0% | $68,494-52.4% |
| Participation rate | 80.6% | 75.0%+5.5pp | 82.4%-1.8pp | 67.9%+12.7pp |
| Annual return | 1.83% | -5.97%+7.8pp | 572.05%-570.2pp | -7.84%+9.7pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,814 | $6,110-4.8% | $7,446-21.9% | $4,027+44.4% |
| Admin fee / account holder | $1,297 | $6,275-79.3% | $10,010-87.0% | $5,403-76.0% |