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 | $85,915 | $100,754-14.7% | $86,677-0.9% | $134,475-36.1% |
| Participation rate | 70.0% | 78.9%-8.9pp | 76.6%-6.6pp | 81.2%-11.2pp |
| Annual return | -11.62% | 29.04%-40.7pp | 35.91%-47.5pp | 417.96%-429.6pp |
| Employer contribution / active EE | $413 | $3,489-88.2% | $2,836-85.4% | $4,740-91.3% |
| Participant deferral / active EE | $2,071 | $5,338-61.2% | $4,656-55.5% | $6,400-67.6% |
| Admin fee / account holder | $390 | $10,926-96.4% | $7,493-94.8% | $11,426-96.6% |