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 | $42,804 | $72,404-40.9% | $110,238-61.2% | $64,186-33.3% |
| Participation rate | 75.9% | 73.3%+2.5pp | 79.8%-4.0pp | 69.6%+6.3pp |
| Annual return | -4.73% | -6.29%+1.6pp | 314.74%-319.5pp | 7.63%-12.4pp |
| Employer contribution / active EE | $510 | $2,282-77.7% | $3,826-86.7% | $2,381-78.6% |
| Participant deferral / active EE | $2,545 | $3,469-26.6% | $4,672-45.5% | $3,470-26.6% |
| Admin fee / account holder | $10,487 | $5,664+85.1% | $8,547+22.7% | $4,888+114.6% |