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 | $27,387 | $71,883-61.9% | $86,677-68.4% | $68,494-60.0% |
| Participation rate | 75.0% | 72.2%+2.8pp | 76.6%-1.6pp | 67.9%+7.1pp |
| Annual return | -15.82% | 3.52%-19.3pp | 35.91%-51.7pp | -7.84%-8.0pp |
| Employer contribution / active EE | $364 | $2,173-83.3% | $2,836-87.2% | $2,596-86.0% |
| Participant deferral / active EE | $2,567 | $3,779-32.1% | $4,656-44.9% | $4,027-36.2% |
| Admin fee / account holder | $5,227 | $6,112-14.5% | $7,493-30.2% | $5,403-3.2% |