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 | $43,753 | $53,596-18.4% | $90,645-51.7% | $64,186-31.8% |
| Participation rate | 70.5% | 64.5%+5.9pp | 74.0%-3.6pp | 69.6%+0.9pp |
| Annual return | -3.68% | 4.41%-8.1pp | 1.88%-5.6pp | 7.63%-11.3pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,532-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,161 | $2,459+109.9% | $3,425+50.7% | $3,470+48.8% |
| Admin fee / account holder | $1,627 | $3,868-57.9% | $4,994-67.4% | $4,888-66.7% |