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 | $87,142 | $72,404+20.4% | $110,238-21.0% | $64,186+35.8% |
| Participation rate | 72.5% | 73.3%-0.9pp | 79.8%-7.4pp | 69.6%+2.9pp |
| Annual return | -4.38% | -6.29%+1.9pp | 314.74%-319.1pp | 7.63%-12.0pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,826-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,135 | $3,469+19.2% | $4,672-11.5% | $3,470+19.2% |
| Admin fee / account holder | $15,865 | $5,664+180.1% | $8,547+85.6% | $4,888+224.6% |