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 | $29,674 | $57,354-48.3% | $83,848-64.6% | $64,186-53.8% |
| Participation rate | 74.6% | 68.6%+6.0pp | 76.1%-1.6pp | 69.6%+5.0pp |
| Annual return | -8.03% | 11.38%-19.4pp | 850.88%-858.9pp | 7.63%-15.7pp |
| Employer contribution / active EE | $530 | $2,545-79.2% | $3,631-85.4% | $2,381-77.8% |
| Participant deferral / active EE | $2,526 | $2,993-15.6% | $4,082-38.1% | $3,470-27.2% |
| Admin fee / account holder | $3,606 | $4,046-10.9% | $5,478-34.2% | $4,888-26.2% |