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 | $24,785 | $59,805-58.6% | $79,550-68.8% | $68,494-63.8% |
| Participation rate | 96.3% | 61.1%+35.3pp | 69.5%+26.9pp | 67.9%+28.5pp |
| Annual return | -10.26% | -12.30%+2.0pp | 0.16%-10.4pp | -7.84%-2.4pp |
| Employer contribution / active EE | $128 | $1,505-91.5% | $2,413-94.7% | $2,596-95.1% |
| Participant deferral / active EE | $3,508 | $3,024+16.0% | $3,985-12.0% | $4,027-12.9% |
| Admin fee / account holder | $726 | $4,835-85.0% | $6,832-89.4% | $5,403-86.6% |