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 | $31,416 | $71,883-56.3% | $86,677-63.8% | $68,494-54.1% |
| Participation rate | 90.0% | 72.2%+17.8pp | 76.6%+13.4pp | 67.9%+22.1pp |
| Annual return | -17.86% | 3.52%-21.4pp | 35.91%-53.8pp | -7.84%-10.0pp |
| Employer contribution / active EE | $565 | $2,173-74.0% | $2,836-80.1% | $2,596-78.2% |
| Participant deferral / active EE | $3,248 | $3,779-14.0% | $4,656-30.2% | $4,027-19.3% |
| Admin fee / account holder | $1,247 | $6,112-79.6% | $7,493-83.4% | $5,403-76.9% |