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 | $49,358 | $140,588-64.9% | $123,104-59.9% | $125,391-60.6% |
| Participation rate | 95.2% | 88.2%+7.0pp | 86.8%+8.5pp | 83.2%+12.0pp |
| Annual return | -1.15% | 16.80%-17.9pp | 13.22%-14.4pp | 282.22%-283.4pp |
| Employer contribution / active EE | $957 | $6,041-84.2% | $5,151-81.4% | $4,866-80.3% |
| Participant deferral / active EE | $4,984 | $6,980-28.6% | $6,230-20.0% | $5,352-6.9% |
| Admin fee / account holder | $7,628 | $11,198-31.9% | $9,015-15.4% | $9,540-20.0% |