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 | $39,761 | $62,586-36.5% | $76,768-48.2% | $64,186-38.1% |
| Participation rate | 79.6% | 72.8%+6.8pp | 77.0%+2.6pp | 69.6%+10.0pp |
| Annual return | -3.08% | -1.95%-1.1pp | 2.43%-5.5pp | 7.63%-10.7pp |
| Employer contribution / active EE | $286 | $1,832-84.4% | $2,485-88.5% | $2,381-88.0% |
| Participant deferral / active EE | $3,308 | $3,145+5.2% | $3,852-14.1% | $3,470-4.7% |
| Admin fee / account holder | $2,684 | $4,667-42.5% | $6,675-59.8% | $4,888-45.1% |