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 | $50,336 | $72,404-30.5% | $110,238-54.3% | $64,186-21.6% |
| Participation rate | 70.6% | 73.3%-2.7pp | 79.8%-9.2pp | 69.6%+1.0pp |
| Annual return | -4.08% | -6.29%+2.2pp | 314.74%-318.8pp | 7.63%-11.7pp |
| Employer contribution / active EE | $392 | $2,282-82.8% | $3,826-89.8% | $2,381-83.5% |
| Participant deferral / active EE | $1,964 | $3,469-43.4% | $4,672-58.0% | $3,470-43.4% |
| Admin fee / account holder | $3,908 | $5,664-31.0% | $8,547-54.3% | $4,888-20.1% |