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 | $59,272 | $131,829-55.0% | $108,579-45.4% | $273,961-78.4% |
| Participation rate | 81.8% | 83.5%-1.6pp | 79.6%+2.2pp | 83.0%-1.2pp |
| Annual return | 6.49% | -91.57%+98.1pp | -51.70%+58.2pp | 41.45%-35.0pp |
| Employer contribution / active EE | $740 | $4,912-84.9% | $3,758-80.3% | $4,869-84.8% |
| Participant deferral / active EE | $3,579 | $5,127-30.2% | $4,311-17.0% | $5,287-32.3% |
| Admin fee / account holder | $18,478 | $10,252+80.2% | $7,645+141.7% | $10,132+82.4% |