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 | $45,497 | $99,032-54.1% | $80,019-43.1% | $135,375-66.4% |
| Participation rate | 76.2% | 78.4%-2.2pp | 75.8%+0.4pp | 82.6%-6.5pp |
| Annual return | -5.70% | 15.39%-21.1pp | 11.22%-16.9pp | 519.73%-525.4pp |
| Employer contribution / active EE | $372 | $3,043-87.8% | $2,468-84.9% | $4,779-92.2% |
| Participant deferral / active EE | $1,488 | $4,282-65.3% | $3,686-59.6% | $5,609-73.5% |
| Admin fee / account holder | $2,195 | $10,436-79.0% | $6,521-66.3% | $10,827-79.7% |