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 | $58,815 | $59,107-0.5% | $86,436-32.0% | $68,494-14.1% |
| Participation rate | 91.9% | 75.2%+16.7pp | 80.3%+11.6pp | 67.9%+24.0pp |
| Annual return | -15.81% | -0.23%-15.6pp | 4394.89%-4410.7pp | -7.84%-8.0pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,437 | $5,901-24.8% | $6,952-36.2% | $4,027+10.2% |
| Admin fee / account holder | $3,810 | $5,637-32.4% | $6,731-43.4% | $5,403-29.5% |