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 | $51,619 | $61,660-16.3% | $80,019-35.5% | $64,186-19.6% |
| Participation rate | 73.6% | 71.7%+1.9pp | 75.8%-2.3pp | 69.6%+4.0pp |
| Annual return | -2.74% | -0.33%-2.4pp | 11.22%-14.0pp | 7.63%-10.4pp |
| Employer contribution / active EE | $0 | $1,810-100.0% | $2,468-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,181 | $2,968-26.5% | $3,686-40.8% | $3,470-37.2% |
| Admin fee / account holder | $2,954 | $5,417-45.5% | $6,521-54.7% | $4,888-39.6% |