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 | $31,307 | $54,350-42.4% | $82,719-62.2% | $68,494-54.3% |
| Participation rate | 90.5% | 63.9%+26.6pp | 72.6%+17.9pp | 67.9%+22.6pp |
| Annual return | -18.32% | -13.67%-4.7pp | 701.18%-719.5pp | -7.84%-10.5pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,009-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,847 | $3,246+49.3% | $4,395+10.3% | $4,027+20.4% |
| Admin fee / account holder | $2,561 | $4,395-41.7% | $5,329-51.9% | $5,403-52.6% |