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 | $35,115 | $57,354-38.8% | $83,848-58.1% | $64,186-45.3% |
| Participation rate | 74.5% | 68.6%+5.9pp | 76.1%-1.6pp | 69.6%+4.9pp |
| Annual return | -4.56% | 11.38%-15.9pp | 850.88%-855.4pp | 7.63%-12.2pp |
| Employer contribution / active EE | $509 | $2,545-80.0% | $3,631-86.0% | $2,381-78.6% |
| Participant deferral / active EE | $2,039 | $2,993-31.9% | $4,082-50.0% | $3,470-41.2% |
| Admin fee / account holder | $848 | $4,046-79.0% | $5,478-84.5% | $4,888-82.6% |