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 | $46,293 | $73,867-37.3% | $143,757-67.8% | $68,494-32.4% |
| Participation rate | 87.0% | 66.7%+20.4pp | 80.3%+6.7pp | 67.9%+19.1pp |
| Annual return | -15.81% | 1.01%-16.8pp | -0.04%-15.8pp | -7.84%-8.0pp |
| Employer contribution / active EE | $322 | $3,184-89.9% | $4,951-93.5% | $2,596-87.6% |
| Participant deferral / active EE | $2,129 | $3,384-37.1% | $5,637-62.2% | $4,027-47.1% |
| Admin fee / account holder | $2,409 | $5,755-58.1% | $14,673-83.6% | $5,403-55.4% |