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 | $26,919 | $71,883-62.6% | $86,677-68.9% | $68,494-60.7% |
| Participation rate | 88.9% | 72.2%+16.7pp | 76.6%+12.3pp | 67.9%+21.0pp |
| Annual return | -15.09% | 3.52%-18.6pp | 35.91%-51.0pp | -7.84%-7.2pp |
| Employer contribution / active EE | $531 | $2,173-75.5% | $2,836-81.3% | $2,596-79.5% |
| Participant deferral / active EE | $2,733 | $3,779-27.7% | $4,656-41.3% | $4,027-32.1% |
| Admin fee / account holder | $434 | $6,112-92.9% | $7,493-94.2% | $5,403-92.0% |