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 | $77,250 | $95,862-19.4% | $79,550-2.9% | $134,475-42.6% |
| Participation rate | 84.2% | 75.0%+9.2pp | 69.5%+14.7pp | 81.2%+3.0pp |
| Annual return | -15.87% | -2.69%-13.2pp | 0.16%-16.0pp | 417.96%-433.8pp |
| Employer contribution / active EE | $254 | $3,128-91.9% | $2,413-89.5% | $4,740-94.6% |
| Participant deferral / active EE | $1,931 | $4,693-58.9% | $3,985-51.6% | $6,400-69.8% |
| Admin fee / account holder | $20,293 | $9,126+122.4% | $6,832+197.0% | $11,426+77.6% |