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 | $53,913 | $133,958-59.8% | $112,228-52.0% | $134,475-59.9% |
| Participation rate | 78.6% | 78.6%0pp | 75.1%+3.5pp | 81.2%-2.7pp |
| Annual return | -14.90% | 47.11%-62.0pp | 27.45%-42.4pp | 417.96%-432.9pp |
| Employer contribution / active EE | $364 | $4,038-91.0% | $3,635-90.0% | $4,740-92.3% |
| Participant deferral / active EE | $1,791 | $5,291-66.2% | $4,728-62.1% | $6,400-72.0% |
| Admin fee / account holder | $6,563 | $7,489-12.4% | $6,410+2.4% | $11,426-42.6% |