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 | $61,837 | $71,883-14.0% | $86,677-28.7% | $68,494-9.7% |
| Participation rate | 87.5% | 72.2%+15.3pp | 76.6%+10.9pp | 67.9%+19.6pp |
| Annual return | -16.30% | 3.52%-19.8pp | 35.91%-52.2pp | -7.84%-8.5pp |
| Employer contribution / active EE | $451 | $2,173-79.2% | $2,836-84.1% | $2,596-82.6% |
| Participant deferral / active EE | $3,968 | $3,779+5.0% | $4,656-14.8% | $4,027-1.5% |
| Admin fee / account holder | $869 | $6,112-85.8% | $7,493-88.4% | $5,403-83.9% |