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 | $23,322 | $76,912-69.7% | $129,110-81.9% | $68,494-66.0% |
| Participation rate | 100.0% | 69.1%+30.9pp | 77.3%+22.7pp | 67.9%+32.1pp |
| Annual return | -9.77% | -9.78%0pp | -10.94%+1.2pp | -7.84%-1.9pp |
| Employer contribution / active EE | $296 | $3,243-90.9% | $5,052-94.1% | $2,596-88.6% |
| Participant deferral / active EE | $2,261 | $4,732-52.2% | $6,542-65.4% | $4,027-43.9% |
| Admin fee / account holder | $3,844 | $6,638-42.1% | $14,302-73.1% | $5,403-28.8% |