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 | $29,019 | $39,122-25.8% | $57,179-49.2% | $62,891-53.9% |
| Participation rate | 95.9% | 70.5%+25.4pp | 75.3%+20.6pp | 69.3%+26.6pp |
| Annual return | 0.00% | 9.23%-9.2pp | 14.59%-14.6pp | 20.14%-20.1pp |
| Employer contribution / active EE | $5 | $1,874-99.8% | $2,682-99.8% | $2,281-99.8% |
| Participant deferral / active EE | $3,699 | $2,374+55.8% | $3,096+19.5% | $3,203+15.5% |
| Admin fee / account holder | $462 | $2,592-82.2% | $3,139-85.3% | $4,296-89.2% |