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 | $39,673 | $110,094-64.0% | $151,611-73.8% | $68,494-42.1% |
| Participation rate | 70.1% | 84.0%-13.8pp | 87.5%-17.4pp | 67.9%+2.2pp |
| Annual return | -17.53% | -10.12%-7.4pp | 3.33%-20.9pp | -7.84%-9.7pp |
| Employer contribution / active EE | $1,280 | $4,471-71.4% | $6,166-79.2% | $2,596-50.7% |
| Participant deferral / active EE | $3,490 | $6,527-46.5% | $8,363-58.3% | $4,027-13.3% |
| Admin fee / account holder | $1,480 | $7,719-80.8% | $11,616-87.3% | $5,403-72.6% |