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 | $31,943 | $92,222-65.4% | $76,768-58.4% | $135,375-76.4% |
| Participation rate | 72.2% | 79.8%-7.5pp | 77.0%-4.7pp | 82.6%-10.4pp |
| Annual return | -8.56% | 5.46%-14.0pp | 2.43%-11.0pp | 519.73%-528.3pp |
| Employer contribution / active EE | $436 | $3,216-86.4% | $2,485-82.5% | $4,779-90.9% |
| Participant deferral / active EE | $2,304 | $4,509-48.9% | $3,852-40.2% | $5,609-58.9% |
| Admin fee / account holder | $2,888 | $10,748-73.1% | $6,675-56.7% | $10,827-73.3% |