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 | $35,251 | $110,094-68.0% | $151,611-76.7% | $68,494-48.5% |
| Participation rate | 93.8% | 84.0%+9.9pp | 87.5%+6.4pp | 67.9%+26.0pp |
| Annual return | -14.90% | -10.12%-4.8pp | 3.33%-18.2pp | -7.84%-7.1pp |
| Employer contribution / active EE | $595 | $4,471-86.7% | $6,166-90.4% | $2,596-77.1% |
| Participant deferral / active EE | $4,138 | $6,527-36.6% | $8,363-50.5% | $4,027+2.7% |
| Admin fee / account holder | $565 | $7,719-92.7% | $11,616-95.1% | $5,403-89.5% |