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 | $58,279 | $73,004-20.2% | $90,749-35.8% | $68,494-14.9% |
| Participation rate | 93.4% | 70.8%+22.6pp | 75.7%+17.8pp | 67.9%+25.6pp |
| Annual return | -16.33% | -13.81%-2.5pp | -12.16%-4.2pp | -7.84%-8.5pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,921-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $7,476 | $3,627+106.1% | $4,564+63.8% | $4,027+85.6% |
| Admin fee / account holder | $1,418 | $5,896-75.9% | $8,445-83.2% | $5,403-73.8% |