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 | $35,063 | $92,703-62.2% | $82,719-57.6% | $134,475-73.9% |
| Participation rate | 72.2% | 75.2%-3.0pp | 72.6%-0.3pp | 81.2%-9.0pp |
| Annual return | -20.21% | 944.92%-965.1pp | 701.18%-721.4pp | 417.96%-438.2pp |
| Employer contribution / active EE | $292 | $3,274-91.1% | $3,009-90.3% | $4,740-93.8% |
| Participant deferral / active EE | $2,526 | $4,802-47.4% | $4,395-42.5% | $6,400-60.5% |
| Admin fee / account holder | $3,632 | $5,983-39.3% | $5,329-31.8% | $11,426-68.2% |