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 | $40,321 | $45,863-12.1% | $77,024-47.7% | $68,494-41.1% |
| Participation rate | 89.5% | 55.9%+33.6pp | 67.9%+21.6pp | 67.9%+21.6pp |
| Annual return | -17.89% | 1.72%-19.6pp | 42.32%-60.2pp | -7.84%-10.0pp |
| Employer contribution / active EE | $200 | $1,650-87.9% | $2,812-92.9% | $2,596-92.3% |
| Participant deferral / active EE | $2,165 | $2,962-26.9% | $4,426-51.1% | $4,027-46.2% |
| Admin fee / account holder | $2,819 | $3,041-7.3% | $5,425-48.0% | $5,403-47.8% |