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 | $48,830 | $73,004-33.1% | $90,749-46.2% | $68,494-28.7% |
| Participation rate | 82.1% | 70.8%+11.3pp | 75.7%+6.5pp | 67.9%+14.3pp |
| Annual return | -17.11% | -13.81%-3.3pp | -12.16%-4.9pp | -7.84%-9.3pp |
| Employer contribution / active EE | $179 | $2,193-91.9% | $2,921-93.9% | $2,596-93.1% |
| Participant deferral / active EE | $2,770 | $3,627-23.6% | $4,564-39.3% | $4,027-31.2% |
| Admin fee / account holder | $807 | $5,896-86.3% | $8,445-90.4% | $5,403-85.1% |