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 | $56,831 | $67,411-15.7% | $91,001-37.5% | $70,131-19.0% |
| Participation rate | 71.0% | 71.4%-0.4pp | 75.6%-4.6pp | 69.5%+1.4pp |
| Annual return | 13.05% | -40.16%+53.2pp | 4.60%+8.4pp | 73.14%-60.1pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,305 | $2,823-18.3% | $3,547-35.0% | $3,332-30.8% |
| Admin fee / account holder | $1,268 | $4,236-70.1% | $5,417-76.6% | $4,645-72.7% |