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 | $56,136 | $71,883-21.9% | $86,677-35.2% | $68,494-18.0% |
| Participation rate | 77.1% | 72.2%+4.9pp | 76.6%+0.6pp | 67.9%+9.3pp |
| Annual return | -17.43% | 3.52%-21.0pp | 35.91%-53.3pp | -7.84%-9.6pp |
| Employer contribution / active EE | $406 | $2,173-81.3% | $2,836-85.7% | $2,596-84.4% |
| Participant deferral / active EE | $5,014 | $3,779+32.7% | $4,656+7.7% | $4,027+24.5% |
| Admin fee / account holder | $4,438 | $6,112-27.4% | $7,493-40.8% | $5,403-17.9% |