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 | $32,594 | $48,265-32.5% | $68,791-52.6% | $68,494-52.4% |
| Participation rate | 85.3% | 60.7%+24.6pp | 69.0%+16.3pp | 67.9%+17.4pp |
| Annual return | -14.86% | -12.71%-2.2pp | -6.38%-8.5pp | -7.84%-7.0pp |
| Employer contribution / active EE | $282 | $1,829-84.6% | $2,655-89.4% | $2,596-89.1% |
| Participant deferral / active EE | $1,808 | $2,867-36.9% | $3,941-54.1% | $4,027-55.1% |
| Admin fee / account holder | $1,365 | $4,355-68.7% | $4,932-72.3% | $5,403-74.7% |