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 | $28,185 | $71,883-60.8% | $86,677-67.5% | $68,494-58.9% |
| Participation rate | 79.3% | 72.2%+7.1pp | 76.6%+2.7pp | 67.9%+11.4pp |
| Annual return | -11.04% | 3.52%-14.6pp | 35.91%-47.0pp | -7.84%-3.2pp |
| Employer contribution / active EE | $516 | $2,173-76.2% | $2,836-81.8% | $2,596-80.1% |
| Participant deferral / active EE | $4,200 | $3,779+11.1% | $4,656-9.8% | $4,027+4.3% |
| Admin fee / account holder | $3,405 | $6,112-44.3% | $7,493-54.6% | $5,403-37.0% |