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 | $76,461 | $92,222-17.1% | $76,768-0.4% | $135,375-43.5% |
| Participation rate | 76.5% | 79.8%-3.3pp | 77.0%-0.5pp | 82.6%-6.2pp |
| Annual return | -2.46% | 5.46%-7.9pp | 2.43%-4.9pp | 519.73%-522.2pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,234 | $4,509-28.3% | $3,852-16.0% | $5,609-42.3% |
| Admin fee / account holder | $34,863 | $10,748+224.4% | $6,675+422.3% | $10,827+222.0% |