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 | $83,221 | $100,754-17.4% | $86,677-4.0% | $134,475-38.1% |
| Participation rate | 71.4% | 78.9%-7.5pp | 76.6%-5.1pp | 81.2%-9.8pp |
| Annual return | -14.74% | 29.04%-43.8pp | 35.91%-50.6pp | 417.96%-432.7pp |
| Employer contribution / active EE | $631 | $3,489-81.9% | $2,836-77.7% | $4,740-86.7% |
| Participant deferral / active EE | $8,394 | $5,338+57.2% | $4,656+80.3% | $6,400+31.2% |
| Admin fee / account holder | $3,131 | $10,926-71.3% | $7,493-58.2% | $11,426-72.6% |