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 | $41,221 | $73,004-43.5% | $90,749-54.6% | $68,494-39.8% |
| Participation rate | 70.0% | 70.8%-0.8pp | 75.7%-5.7pp | 67.9%+2.1pp |
| Annual return | -16.49% | -13.81%-2.7pp | -12.16%-4.3pp | -7.84%-8.7pp |
| Employer contribution / active EE | $259 | $2,193-88.2% | $2,921-91.1% | $2,596-90.0% |
| Participant deferral / active EE | $2,585 | $3,627-28.7% | $4,564-43.4% | $4,027-35.8% |
| Admin fee / account holder | $1,350 | $5,896-77.1% | $8,445-84.0% | $5,403-75.0% |