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 | $43,618 | $53,596-18.6% | $90,645-51.9% | $64,186-32.0% |
| Participation rate | 70.4% | 64.5%+5.9pp | 74.0%-3.6pp | 69.6%+0.8pp |
| Annual return | -6.34% | 4.41%-10.8pp | 1.88%-8.2pp | 7.63%-14.0pp |
| Employer contribution / active EE | $157 | $1,503-89.6% | $2,532-93.8% | $2,381-93.4% |
| Participant deferral / active EE | $1,306 | $2,459-46.9% | $3,425-61.9% | $3,470-62.4% |
| Admin fee / account holder | $2,304 | $3,868-40.4% | $4,994-53.9% | $4,888-52.9% |