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 | $63,325 | $64,707-2.1% | $112,228-43.6% | $68,494-7.5% |
| Participation rate | 86.2% | 67.2%+19.1pp | 75.1%+11.1pp | 67.9%+18.3pp |
| Annual return | -16.93% | -11.40%-5.5pp | 27.45%-44.4pp | -7.84%-9.1pp |
| Employer contribution / active EE | $677 | $2,746-75.3% | $3,635-81.4% | $2,596-73.9% |
| Participant deferral / active EE | $6,907 | $3,565+93.8% | $4,728+46.1% | $4,027+71.5% |
| Admin fee / account holder | $1,346 | $5,232-74.3% | $6,410-79.0% | $5,403-75.1% |