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 | $39,020 | $71,883-45.7% | $86,677-55.0% | $68,494-43.0% |
| Participation rate | 75.0% | 72.2%+2.8pp | 76.6%-1.6pp | 67.9%+7.1pp |
| Annual return | -11.20% | 3.52%-14.7pp | 35.91%-47.1pp | -7.84%-3.4pp |
| Employer contribution / active EE | $530 | $2,173-75.6% | $2,836-81.3% | $2,596-79.6% |
| Participant deferral / active EE | $2,187 | $3,779-42.1% | $4,656-53.0% | $4,027-45.7% |
| Admin fee / account holder | $26,545 | $6,112+334.3% | $7,493+254.2% | $5,403+391.3% |