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 | $83,760 | $127,386-34.2% | $115,037-27.2% | $125,391-33.2% |
| Participation rate | 83.3% | 84.2%-0.8pp | 81.4%+2.0pp | 83.2%+0.1pp |
| Annual return | -3.12% | 31.28%-34.4pp | 26.14%-29.3pp | 282.22%-285.3pp |
| Employer contribution / active EE | $283 | $5,166-94.5% | $4,608-93.9% | $4,866-94.2% |
| Participant deferral / active EE | $4,424 | $6,423-31.1% | $6,026-26.6% | $5,352-17.3% |
| Admin fee / account holder | $6,789 | $9,516-28.7% | $8,175-17.0% | $9,540-28.8% |