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 | $64,000 | $71,883-11.0% | $86,677-26.2% | $68,494-6.6% |
| Participation rate | 86.2% | 72.2%+14.0pp | 76.6%+9.6pp | 67.9%+18.3pp |
| Annual return | -15.44% | 3.52%-19.0pp | 35.91%-51.3pp | -7.84%-7.6pp |
| Employer contribution / active EE | $528 | $2,173-75.7% | $2,836-81.4% | $2,596-79.7% |
| Participant deferral / active EE | $4,588 | $3,779+21.4% | $4,656-1.5% | $4,027+13.9% |
| Admin fee / account holder | $2,322 | $6,112-62.0% | $7,493-69.0% | $5,403-57.0% |