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 | $31,964 | $77,813-58.9% | $123,544-74.1% | $64,186-50.2% |
| Participation rate | 84.5% | 74.7%+9.8pp | 82.3%+2.2pp | 69.6%+14.9pp |
| Annual return | -5.64% | 12.48%-18.1pp | 119.20%-124.8pp | 7.63%-13.3pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,284 | $5,240-18.2% | $6,426-33.3% | $3,470+23.5% |
| Admin fee / account holder | $1,709 | $5,519-69.0% | $9,284-81.6% | $4,888-65.0% |