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 | $32,260 | $72,404-55.4% | $110,238-70.7% | $64,186-49.7% |
| Participation rate | 93.6% | 73.3%+20.3pp | 79.8%+13.8pp | 69.6%+24.0pp |
| Annual return | -5.24% | -6.29%+1.0pp | 314.74%-320.0pp | 7.63%-12.9pp |
| Employer contribution / active EE | $472 | $2,282-79.3% | $3,826-87.7% | $2,381-80.2% |
| Participant deferral / active EE | $2,655 | $3,469-23.5% | $4,672-43.2% | $3,470-23.5% |
| Admin fee / account holder | $2,964 | $5,664-47.7% | $8,547-65.3% | $4,888-39.4% |