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 | $71,977 | $71,883+0.1% | $86,677-17.0% | $68,494+5.1% |
| Participation rate | 76.8% | 72.2%+4.5pp | 76.6%+0.2pp | 67.9%+8.9pp |
| Annual return | -18.08% | 3.52%-21.6pp | 35.91%-54.0pp | -7.84%-10.2pp |
| Employer contribution / active EE | $536 | $2,173-75.3% | $2,836-81.1% | $2,596-79.4% |
| Participant deferral / active EE | $2,058 | $3,779-45.5% | $4,656-55.8% | $4,027-48.9% |
| Admin fee / account holder | $3,736 | $6,112-38.9% | $7,493-50.1% | $5,403-30.9% |