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 | $57,448 | $129,942-55.8% | $104,294-44.9% | $134,475-57.3% |
| Participation rate | 90.9% | 79.5%+11.4pp | 73.3%+17.6pp | 81.2%+9.7pp |
| Annual return | -15.78% | 42.03%-57.8pp | 24.61%-40.4pp | 417.96%-433.7pp |
| Employer contribution / active EE | $486 | $4,184-88.4% | $3,372-85.6% | $4,740-89.8% |
| Participant deferral / active EE | $3,285 | $5,588-41.2% | $4,625-29.0% | $6,400-48.7% |
| Admin fee / account holder | $1,788 | $9,323-80.8% | $7,339-75.6% | $11,426-84.3% |