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 | $51,955 | $71,883-27.7% | $86,677-40.1% | $68,494-24.1% |
| Participation rate | 81.3% | 72.2%+9.0pp | 76.6%+4.7pp | 67.9%+13.4pp |
| Annual return | -18.19% | 3.52%-21.7pp | 35.91%-54.1pp | -7.84%-10.3pp |
| Employer contribution / active EE | $2 | $2,173-99.9% | $2,836-99.9% | $2,596-99.9% |
| Participant deferral / active EE | $2,174 | $3,779-42.5% | $4,656-53.3% | $4,027-46.0% |
| Admin fee / account holder | $5,205 | $6,112-14.8% | $7,493-30.5% | $5,403-3.7% |