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 | $40,660 | $69,010-41.1% | $159,960-74.6% | $68,494-40.6% |
| Participation rate | 75.0% | 65.4%+9.6pp | 78.0%-3.0pp | 67.9%+7.1pp |
| Annual return | -11.75% | -9.65%-2.1pp | 408.60%-420.4pp | -7.84%-3.9pp |
| Employer contribution / active EE | $447 | $2,213-79.8% | $4,226-89.4% | $2,596-82.8% |
| Participant deferral / active EE | $3,076 | $4,212-27.0% | $6,182-50.2% | $4,027-23.6% |
| Admin fee / account holder | $1,870 | $4,798-61.0% | $8,698-78.5% | $5,403-65.4% |