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 | $42,173 | $83,908-49.7% | $68,509-38.4% | $125,391-66.4% |
| Participation rate | 77.3% | 78.2%-0.9pp | 74.7%+2.5pp | 83.2%-5.9pp |
| Annual return | -1.39% | 14.48%-15.9pp | 8.27%-9.7pp | 282.22%-283.6pp |
| Employer contribution / active EE | $382 | $3,031-87.4% | $2,278-83.2% | $4,866-92.1% |
| Participant deferral / active EE | $1,605 | $4,125-61.1% | $3,382-52.6% | $5,352-70.0% |
| Admin fee / account holder | $2,437 | $8,982-72.9% | $5,275-53.8% | $9,540-74.5% |