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 | $63,616 | $71,883-11.5% | $86,677-26.6% | $68,494-7.1% |
| Participation rate | 73.1% | 72.2%+0.8pp | 76.6%-3.5pp | 67.9%+5.2pp |
| Annual return | -14.26% | 3.52%-17.8pp | 35.91%-50.2pp | -7.84%-6.4pp |
| Employer contribution / active EE | $581 | $2,173-73.3% | $2,836-79.5% | $2,596-77.6% |
| Participant deferral / active EE | $2,462 | $3,779-34.8% | $4,656-47.1% | $4,027-38.9% |
| Admin fee / account holder | $9,485 | $6,112+55.2% | $7,493+26.6% | $5,403+75.6% |