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 | $52,227 | $45,863+13.9% | $77,024-32.2% | $68,494-23.8% |
| Participation rate | 100.0% | 55.9%+44.1pp | 67.9%+32.1pp | 67.9%+32.1pp |
| Annual return | -19.01% | 1.72%-20.7pp | 42.32%-61.3pp | -7.84%-11.2pp |
| Employer contribution / active EE | $188 | $1,650-88.6% | $2,812-93.3% | $2,596-92.8% |
| Participant deferral / active EE | $1,553 | $2,962-47.6% | $4,426-64.9% | $4,027-61.4% |
| Admin fee / account holder | $775 | $3,041-74.5% | $5,425-85.7% | $5,403-85.7% |