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 | $55,074 | $61,660-10.7% | $80,019-31.2% | $64,186-14.2% |
| Participation rate | 83.3% | 71.7%+11.6pp | 75.8%+7.5pp | 69.6%+13.8pp |
| Annual return | -5.54% | -0.33%-5.2pp | 11.22%-16.8pp | 7.63%-13.2pp |
| Employer contribution / active EE | $376 | $1,810-79.2% | $2,468-84.8% | $2,381-84.2% |
| Participant deferral / active EE | $2,823 | $2,968-4.9% | $3,686-23.4% | $3,470-18.6% |
| Admin fee / account holder | $1,980 | $5,417-63.4% | $6,521-69.6% | $4,888-59.5% |