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 | $55,196 | $81,900-32.6% | $119,609-53.9% | $68,494-19.4% |
| Participation rate | 75.0% | 71.9%+3.1pp | 79.3%-4.3pp | 67.9%+7.1pp |
| Annual return | -17.97% | -23.82%+5.9pp | -14.97%-3.0pp | -7.84%-10.1pp |
| Employer contribution / active EE | $532 | $2,693-80.2% | $4,232-87.4% | $2,596-79.5% |
| Participant deferral / active EE | $2,585 | $4,148-37.7% | $5,602-53.9% | $4,027-35.8% |
| Admin fee / account holder | $1,147 | $6,582-82.6% | $10,323-88.9% | $5,403-78.8% |