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 | $55,089 | $110,094-50.0% | $151,611-63.7% | $68,494-19.6% |
| Participation rate | 93.0% | 84.0%+9.0pp | 87.5%+5.5pp | 67.9%+25.1pp |
| Annual return | -11.45% | -10.12%-1.3pp | 3.33%-14.8pp | -7.84%-3.6pp |
| Employer contribution / active EE | $683 | $4,471-84.7% | $6,166-88.9% | $2,596-73.7% |
| Participant deferral / active EE | $0 | $6,527-100.0% | $8,363-100.0% | $4,027-100.0% |
| Admin fee / account holder | $2,222 | $7,719-71.2% | $11,616-80.9% | $5,403-58.9% |