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 | $63,998 | $49,280+29.9% | $67,313-4.9% | $64,186-0.3% |
| Participation rate | 73.1% | 60.8%+12.3pp | 69.1%+4.0pp | 69.6%+3.5pp |
| Annual return | -2.40% | -1.39%-1.0pp | -4.08%+1.7pp | 7.63%-10.0pp |
| Employer contribution / active EE | $261 | $1,668-84.4% | $2,566-89.8% | $2,381-89.0% |
| Participant deferral / active EE | $2,280 | $2,484-8.2% | $3,568-36.1% | $3,470-34.3% |
| Admin fee / account holder | $3,658 | $3,863-5.3% | $4,507-18.8% | $4,888-25.2% |