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 | $39,638 | $62,586-36.7% | $76,768-48.4% | $64,186-38.2% |
| Participation rate | 90.2% | 72.8%+17.4pp | 77.0%+13.2pp | 69.6%+20.6pp |
| Annual return | -6.23% | -1.95%-4.3pp | 2.43%-8.7pp | 7.63%-13.9pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,549 | $3,145+12.9% | $3,852-7.9% | $3,470+2.3% |
| Admin fee / account holder | $4,650 | $4,667-0.4% | $6,675-30.3% | $4,888-4.9% |