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 | $81,411 | $81,900-0.6% | $119,609-31.9% | $68,494+18.9% |
| Participation rate | 88.6% | 71.9%+16.7pp | 79.3%+9.3pp | 67.9%+20.7pp |
| Annual return | -12.98% | -23.82%+10.8pp | -14.97%+2.0pp | -7.84%-5.1pp |
| Employer contribution / active EE | $0 | $2,693-100.0% | $4,232-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,231 | $4,148+26.1% | $5,602-6.6% | $4,027+29.9% |
| Admin fee / account holder | $26,516 | $6,582+302.9% | $10,323+156.9% | $5,403+390.8% |