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 | $59,224 | $73,004-18.9% | $90,749-34.7% | $68,494-13.5% |
| Participation rate | 70.5% | 70.8%-0.4pp | 75.7%-5.2pp | 67.9%+2.6pp |
| Annual return | -12.32% | -13.81%+1.5pp | -12.16%-0.2pp | -7.84%-4.5pp |
| Employer contribution / active EE | $338 | $2,193-84.6% | $2,921-88.4% | $2,596-87.0% |
| Participant deferral / active EE | $3,430 | $3,627-5.4% | $4,564-24.8% | $4,027-14.8% |
| Admin fee / account holder | $5,904 | $5,896+0.1% | $8,445-30.1% | $5,403+9.3% |