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 | $58,208 | $110,094-47.1% | $151,611-61.6% | $68,494-15.0% |
| Participation rate | 70.0% | 84.0%-14.0pp | 87.5%-17.5pp | 67.9%+2.1pp |
| Annual return | 3.87% | -10.12%+14.0pp | 3.33%+0.5pp | -7.84%+11.7pp |
| Employer contribution / active EE | $0 | $4,471-100.0% | $6,166-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,829 | $6,527-26.0% | $8,363-42.3% | $4,027+19.9% |
| Admin fee / account holder | $7,192 | $7,719-6.8% | $11,616-38.1% | $5,403+33.1% |