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 | $60,045 | $100,754-40.4% | $86,677-30.7% | $134,475-55.3% |
| Participation rate | 71.4% | 78.9%-7.5pp | 76.6%-5.1pp | 81.2%-9.8pp |
| Annual return | -11.45% | 29.04%-40.5pp | 35.91%-47.4pp | 417.96%-429.4pp |
| Employer contribution / active EE | $475 | $3,489-86.4% | $2,836-83.2% | $4,740-90.0% |
| Participant deferral / active EE | $2,716 | $5,338-49.1% | $4,656-41.7% | $6,400-57.6% |
| Admin fee / account holder | $761 | $10,926-93.0% | $7,493-89.8% | $11,426-93.3% |