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 | $80,590 | $48,265+67.0% | $68,791+17.2% | $68,494+17.7% |
| Participation rate | 76.8% | 60.7%+16.2pp | 69.0%+7.8pp | 67.9%+8.9pp |
| Annual return | -12.89% | -12.71%-0.2pp | -6.38%-6.5pp | -7.84%-5.0pp |
| Employer contribution / active EE | $256 | $1,829-86.0% | $2,655-90.4% | $2,596-90.2% |
| Participant deferral / active EE | $2,903 | $2,867+1.3% | $3,941-26.3% | $4,027-27.9% |
| Admin fee / account holder | $3,515 | $4,355-19.3% | $4,932-28.7% | $5,403-34.9% |