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 | $66,814 | $48,265+38.4% | $68,791-2.9% | $68,494-2.5% |
| Participation rate | 82.0% | 60.7%+21.3pp | 69.0%+13.0pp | 67.9%+14.1pp |
| Annual return | -15.41% | -12.71%-2.7pp | -6.38%-9.0pp | -7.84%-7.6pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $2,655-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,417 | $2,867-15.7% | $3,941-38.7% | $4,027-40.0% |
| Admin fee / account holder | $8,966 | $4,355+105.8% | $4,932+81.8% | $5,403+65.9% |