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 | $55,520 | $71,883-22.8% | $86,677-35.9% | $68,494-18.9% |
| Participation rate | 84.7% | 72.2%+12.5pp | 76.6%+8.2pp | 67.9%+16.9pp |
| Annual return | -9.88% | 3.52%-13.4pp | 35.91%-45.8pp | -7.84%-2.0pp |
| Employer contribution / active EE | $398 | $2,173-81.7% | $2,836-86.0% | $2,596-84.7% |
| Participant deferral / active EE | $2,755 | $3,779-27.1% | $4,656-40.8% | $4,027-31.6% |
| Admin fee / account holder | $20,360 | $6,112+233.1% | $7,493+171.7% | $5,403+276.9% |