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 | $74,874 | $167,484-55.3% | $151,611-50.6% | $134,475-44.3% |
| Participation rate | 87.0% | 88.4%-1.4pp | 87.5%-0.5pp | 81.2%+5.7pp |
| Annual return | -17.92% | 7.80%-25.7pp | 3.33%-21.3pp | 417.96%-435.9pp |
| Employer contribution / active EE | $814 | $6,829-88.1% | $6,166-86.8% | $4,740-82.8% |
| Participant deferral / active EE | $5,771 | $8,986-35.8% | $8,363-31.0% | $6,400-9.8% |
| Admin fee / account holder | $7,415 | $13,783-46.2% | $11,616-36.2% | $11,426-35.1% |