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 | $48,643 | $81,900-40.6% | $119,609-59.3% | $68,494-29.0% |
| Participation rate | 75.9% | 71.9%+4.0pp | 79.3%-3.3pp | 67.9%+8.0pp |
| Annual return | -18.24% | -23.82%+5.6pp | -14.97%-3.3pp | -7.84%-10.4pp |
| Employer contribution / active EE | $578 | $2,693-78.5% | $4,232-86.3% | $2,596-77.7% |
| Participant deferral / active EE | $2,718 | $4,148-34.5% | $5,602-51.5% | $4,027-32.5% |
| Admin fee / account holder | $3,544 | $6,582-46.2% | $10,323-65.7% | $5,403-34.4% |