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 | $94,554 | $167,307-43.5% | $143,757-34.2% | $134,475-29.7% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -12.34% | 0.46%-12.8pp | -0.04%-12.3pp | 417.96%-430.3pp |
| Employer contribution / active EE | $845 | $5,619-85.0% | $4,951-82.9% | $4,740-82.2% |
| Participant deferral / active EE | $2,804 | $6,446-56.5% | $5,637-50.3% | $6,400-56.2% |
| Admin fee / account holder | $917 | $18,088-94.9% | $14,673-93.7% | $11,426-92.0% |