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 | $63,737 | $92,222-30.9% | $76,768-17.0% | $135,375-52.9% |
| Participation rate | 94.4% | 79.8%+14.7pp | 77.0%+17.5pp | 82.6%+11.8pp |
| Annual return | -4.19% | 5.46%-9.6pp | 2.43%-6.6pp | 519.73%-523.9pp |
| Employer contribution / active EE | $454 | $3,216-85.9% | $2,485-81.7% | $4,779-90.5% |
| Participant deferral / active EE | $1,911 | $4,509-57.6% | $3,852-50.4% | $5,609-65.9% |
| Admin fee / account holder | $2,517 | $10,748-76.6% | $6,675-62.3% | $10,827-76.8% |