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 | $68,383 | $42,383+61.3% | $76,523-10.6% | $64,186+6.5% |
| Participation rate | 96.9% | 58.1%+38.7pp | 68.0%+28.9pp | 69.6%+27.3pp |
| Annual return | -6.58% | -16.54%+10.0pp | -0.27%-6.3pp | 7.63%-14.2pp |
| Employer contribution / active EE | $174 | $1,563-88.9% | $2,647-93.4% | $2,381-92.7% |
| Participant deferral / active EE | $10,878 | $2,566+323.9% | $3,835+183.6% | $3,470+213.5% |
| Admin fee / account holder | $3,677 | $3,198+15.0% | $4,848-24.2% | $4,888-24.8% |