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 | $114,002 | $110,094+3.5% | $151,611-24.8% | $68,494+66.4% |
| Participation rate | 90.0% | 84.0%+6.0pp | 87.5%+2.5pp | 67.9%+22.1pp |
| Annual return | -16.34% | -10.12%-6.2pp | 3.33%-19.7pp | -7.84%-8.5pp |
| Employer contribution / active EE | $0 | $4,471-100.0% | $6,166-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $9,046 | $6,527+38.6% | $8,363+8.2% | $4,027+124.6% |
| Admin fee / account holder | $2,377 | $7,719-69.2% | $11,616-79.5% | $5,403-56.0% |