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 | $52,425 | $81,900-36.0% | $119,609-56.2% | $68,494-23.5% |
| Participation rate | 83.8% | 71.9%+11.9pp | 79.3%+4.5pp | 67.9%+15.9pp |
| Annual return | -14.26% | -23.82%+9.6pp | -14.97%+0.7pp | -7.84%-6.4pp |
| Employer contribution / active EE | $544 | $2,693-79.8% | $4,232-87.1% | $2,596-79.1% |
| Participant deferral / active EE | $2,234 | $4,148-46.1% | $5,602-60.1% | $4,027-44.5% |
| Admin fee / account holder | $2,992 | $6,582-54.5% | $10,323-71.0% | $5,403-44.6% |