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 | $51,446 | $142,344-63.9% | $119,609-57.0% | $134,475-61.7% |
| Participation rate | 95.7% | 82.8%+12.8pp | 79.3%+16.4pp | 81.2%+14.4pp |
| Annual return | -17.95% | -12.44%-5.5pp | -14.97%-3.0pp | 417.96%-435.9pp |
| Employer contribution / active EE | $0 | $5,222-100.0% | $4,232-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $4,011 | $6,469-38.0% | $5,602-28.4% | $6,400-37.3% |
| Admin fee / account holder | $1,200 | $13,584-91.2% | $10,323-88.4% | $11,426-89.5% |