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 | $21,209 | $77,813-72.7% | $123,544-82.8% | $64,186-67.0% |
| Participation rate | 85.1% | 74.7%+10.4pp | 82.3%+2.8pp | 69.6%+15.5pp |
| Annual return | -4.20% | 12.48%-16.7pp | 119.20%-123.4pp | 7.63%-11.8pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,762 | $5,240-47.3% | $6,426-57.0% | $3,470-20.4% |
| Admin fee / account holder | $1,290 | $5,519-76.6% | $9,284-86.1% | $4,888-73.6% |