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 | $65,837 | $72,404-9.1% | $110,238-40.3% | $64,186+2.6% |
| Participation rate | 83.0% | 73.3%+9.6pp | 79.8%+3.2pp | 69.6%+13.4pp |
| Annual return | 10.20% | -6.29%+16.5pp | 314.74%-304.5pp | 7.63%+2.6pp |
| Employer contribution / active EE | $392 | $2,282-82.8% | $3,826-89.7% | $2,381-83.5% |
| Participant deferral / active EE | $1,680 | $3,469-51.6% | $4,672-64.0% | $3,470-51.6% |
| Admin fee / account holder | $1,726 | $5,664-69.5% | $8,547-79.8% | $4,888-64.7% |