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 | $46,982 | $56,357-16.6% | $104,294-55.0% | $68,494-31.4% |
| Participation rate | 76.0% | 63.3%+12.7pp | 73.3%+2.7pp | 67.9%+8.1pp |
| Annual return | -14.99% | -9.19%-5.8pp | 24.61%-39.6pp | -7.84%-7.1pp |
| Employer contribution / active EE | $315 | $1,960-83.9% | $3,372-90.7% | $2,596-87.9% |
| Participant deferral / active EE | $2,474 | $3,077-19.6% | $4,625-46.5% | $4,027-38.6% |
| Admin fee / account holder | $882 | $4,903-82.0% | $7,339-88.0% | $5,403-83.7% |