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 | $51,983 | $94,529-45.0% | $140,016-62.9% | $64,186-19.0% |
| Participation rate | 97.6% | 84.1%+13.5pp | 87.5%+10.1pp | 69.6%+28.1pp |
| Annual return | -5.87% | 7.77%-13.6pp | 651.12%-657.0pp | 7.63%-13.5pp |
| Employer contribution / active EE | $1,048 | $3,812-72.5% | $5,606-81.3% | $2,381-56.0% |
| Participant deferral / active EE | $10,042 | $5,250+91.3% | $6,927+45.0% | $3,470+189.4% |
| Admin fee / account holder | $1,619 | $6,741-76.0% | $10,705-84.9% | $4,888-66.9% |