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 | $36,597 | $105,860-65.4% | $90,749-59.7% | $134,475-72.8% |
| Participation rate | 87.5% | 78.2%+9.3pp | 75.7%+11.8pp | 81.2%+6.3pp |
| Annual return | -10.99% | -11.01%0pp | -12.16%+1.2pp | 417.96%-429.0pp |
| Employer contribution / active EE | $488 | $3,462-85.9% | $2,921-83.3% | $4,740-89.7% |
| Participant deferral / active EE | $2,578 | $5,216-50.6% | $4,564-43.5% | $6,400-59.7% |
| Admin fee / account holder | $10,750 | $13,938-22.9% | $8,445+27.3% | $11,426-5.9% |