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 | $39,940 | $62,586-36.2% | $76,768-48.0% | $64,186-37.8% |
| Participation rate | 92.0% | 72.8%+19.2pp | 77.0%+15.0pp | 69.6%+22.4pp |
| Annual return | -3.47% | -1.95%-1.5pp | 2.43%-5.9pp | 7.63%-11.1pp |
| Employer contribution / active EE | $375 | $1,832-79.5% | $2,485-84.9% | $2,381-84.2% |
| Participant deferral / active EE | $3,250 | $3,145+3.4% | $3,852-15.6% | $3,470-6.3% |
| Admin fee / account holder | $631 | $4,667-86.5% | $6,675-90.5% | $4,888-87.1% |