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 | $50,005 | $49,280+1.5% | $67,313-25.7% | $64,186-22.1% |
| Participation rate | 72.1% | 60.8%+11.3pp | 69.1%+3.0pp | 69.6%+2.5pp |
| Annual return | -7.20% | -1.39%-5.8pp | -4.08%-3.1pp | 7.63%-14.8pp |
| Employer contribution / active EE | $0 | $1,668-100.0% | $2,566-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,334 | $2,484-6.0% | $3,568-34.6% | $3,470-32.7% |
| Admin fee / account holder | $7,749 | $3,863+100.6% | $4,507+71.9% | $4,888+58.5% |