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 | $45,975 | $131,829-65.1% | $108,579-57.7% | $273,961-83.2% |
| Participation rate | 72.7% | 83.5%-10.7pp | 79.6%-6.8pp | 83.0%-10.3pp |
| Annual return | 3.13% | -91.57%+94.7pp | -51.70%+54.8pp | 41.45%-38.3pp |
| Employer contribution / active EE | $541 | $4,912-89.0% | $3,758-85.6% | $4,869-88.9% |
| Participant deferral / active EE | $2,351 | $5,127-54.1% | $4,311-45.5% | $5,287-55.5% |
| Admin fee / account holder | $1,338 | $10,252-86.9% | $7,645-82.5% | $10,132-86.8% |