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 | $75,993 | $140,588-45.9% | $123,104-38.3% | $125,391-39.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -2.04% | 16.80%-18.8pp | 13.22%-15.3pp | 282.22%-284.3pp |
| Employer contribution / active EE | $673 | $6,041-88.9% | $5,151-86.9% | $4,866-86.2% |
| Participant deferral / active EE | $4,829 | $6,980-30.8% | $6,230-22.5% | $5,352-9.8% |
| Admin fee / account holder | $4,087 | $11,198-63.5% | $9,015-54.7% | $9,540-57.2% |