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 | $17,904 | $45,863-61.0% | $77,024-76.8% | $68,494-73.9% |
| Participation rate | 73.3% | 55.9%+17.4pp | 67.9%+5.4pp | 67.9%+5.4pp |
| Annual return | 2.47% | 1.72%+0.7pp | 42.32%-39.8pp | -7.84%+10.3pp |
| Employer contribution / active EE | -$530 | $1,650-132.1% | $2,812-118.8% | $2,596-120.4% |
| Participant deferral / active EE | $1,895 | $2,962-36.0% | $4,426-57.2% | $4,027-52.9% |
| Admin fee / account holder | $4,775 | $3,041+57.0% | $5,425-12.0% | $5,403-11.6% |