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 | $26,495 | $71,883-63.1% | $86,677-69.4% | $68,494-61.3% |
| Participation rate | 97.0% | 72.2%+24.8pp | 76.6%+20.4pp | 67.9%+29.1pp |
| Annual return | -15.30% | 3.52%-18.8pp | 35.91%-51.2pp | -7.84%-7.5pp |
| Employer contribution / active EE | $144 | $2,173-93.4% | $2,836-94.9% | $2,596-94.5% |
| Participant deferral / active EE | $2,444 | $3,779-35.3% | $4,656-47.5% | $4,027-39.3% |
| Admin fee / account holder | $1,127 | $6,112-81.6% | $7,493-85.0% | $5,403-79.1% |