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 | $56,464 | $77,813-27.4% | $123,544-54.3% | $64,186-12.0% |
| Participation rate | 80.0% | 74.7%+5.3pp | 82.3%-2.3pp | 69.6%+10.4pp |
| Annual return | -4.31% | 12.48%-16.8pp | 119.20%-123.5pp | 7.63%-11.9pp |
| Employer contribution / active EE | $427 | $3,014-85.8% | $4,628-90.8% | $2,381-82.0% |
| Participant deferral / active EE | $2,499 | $5,240-52.3% | $6,426-61.1% | $3,470-28.0% |
| Admin fee / account holder | $2,513 | $5,519-54.5% | $9,284-72.9% | $4,888-48.6% |