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 | $60,297 | $131,829-54.3% | $108,579-44.5% | $273,961-78.0% |
| Participation rate | 92.3% | 83.5%+8.9pp | 79.6%+12.7pp | 83.0%+9.3pp |
| Annual return | 9.66% | -91.57%+101.2pp | -51.70%+61.4pp | 41.45%-31.8pp |
| Employer contribution / active EE | $732 | $4,912-85.1% | $3,758-80.5% | $4,869-85.0% |
| Participant deferral / active EE | $4,615 | $5,127-10.0% | $4,311+7.1% | $5,287-12.7% |
| Admin fee / account holder | $3,368 | $10,252-67.1% | $7,645-55.9% | $10,132-66.8% |