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 | $46,050 | $72,404-36.4% | $110,238-58.2% | $64,186-28.3% |
| Participation rate | 70.9% | 73.3%-2.5pp | 79.8%-8.9pp | 69.6%+1.3pp |
| Annual return | -6.60% | -6.29%-0.3pp | 314.74%-321.3pp | 7.63%-14.2pp |
| Employer contribution / active EE | $335 | $2,282-85.3% | $3,826-91.2% | $2,381-85.9% |
| Participant deferral / active EE | $3,385 | $3,469-2.4% | $4,672-27.5% | $3,470-2.4% |
| Admin fee / account holder | $2,252 | $5,664-60.2% | $8,547-73.7% | $4,888-53.9% |