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 9-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 | $24,425 | $53,596-54.4% | $90,645-73.1% | $64,186-61.9% |
| Participation rate | 73.1% | 64.5%+8.6pp | 74.0%-0.9pp | 69.6%+3.5pp |
| Annual return | -5.01% | 4.41%-9.4pp | 1.88%-6.9pp | 7.63%-12.6pp |
| Employer contribution / active EE | $204 | $1,503-86.4% | $2,532-91.9% | $2,381-91.4% |
| Participant deferral / active EE | $1,550 | $2,459-37.0% | $3,425-54.7% | $3,470-55.3% |
| Admin fee / account holder | $2,060 | $3,868-46.7% | $4,994-58.7% | $4,888-57.8% |