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 | $57,890 | $71,883-19.5% | $86,677-33.2% | $68,494-15.5% |
| Participation rate | 86.0% | 72.2%+13.8pp | 76.6%+9.5pp | 67.9%+18.2pp |
| Annual return | -13.04% | 3.52%-16.6pp | 35.91%-48.9pp | -7.84%-5.2pp |
| Employer contribution / active EE | $338 | $2,173-84.4% | $2,836-88.1% | $2,596-87.0% |
| Participant deferral / active EE | $2,534 | $3,779-32.9% | $4,656-45.6% | $4,027-37.1% |
| Admin fee / account holder | $11,341 | $6,112+85.6% | $7,493+51.3% | $5,403+109.9% |