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 | $94,579 | $140,588-32.7% | $123,104-23.2% | $125,391-24.6% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -0.88% | 16.80%-17.7pp | 13.22%-14.1pp | 282.22%-283.1pp |
| Employer contribution / active EE | $511 | $6,041-91.5% | $5,151-90.1% | $4,866-89.5% |
| Participant deferral / active EE | $5,284 | $6,980-24.3% | $6,230-15.2% | $5,352-1.3% |
| Admin fee / account holder | $1,424 | $11,198-87.3% | $9,015-84.2% | $9,540-85.1% |