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 | $51,701 | $95,862-46.1% | $79,550-35.0% | $134,475-61.6% |
| Participation rate | 87.0% | 75.0%+11.9pp | 69.5%+17.5pp | 81.2%+5.7pp |
| Annual return | -19.08% | -2.69%-16.4pp | 0.16%-19.2pp | 417.96%-437.0pp |
| Employer contribution / active EE | $217 | $3,128-93.1% | $2,413-91.0% | $4,740-95.4% |
| Participant deferral / active EE | $5,335 | $4,693+13.7% | $3,985+33.9% | $6,400-16.6% |
| Admin fee / account holder | $1,474 | $9,126-83.9% | $6,832-78.4% | $11,426-87.1% |