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 | $30,828 | $72,404-57.4% | $110,238-72.0% | $64,186-52.0% |
| Participation rate | 76.9% | 73.3%+3.6pp | 79.8%-2.9pp | 69.6%+7.4pp |
| Annual return | -2.90% | -6.29%+3.4pp | 314.74%-317.6pp | 7.63%-10.5pp |
| Employer contribution / active EE | $264 | $2,282-88.4% | $3,826-93.1% | $2,381-88.9% |
| Participant deferral / active EE | $2,671 | $3,469-23.0% | $4,672-42.8% | $3,470-23.0% |
| Admin fee / account holder | $450 | $5,664-92.1% | $8,547-94.7% | $4,888-90.8% |