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 | $64,939 | $62,586+3.8% | $76,768-15.4% | $64,186+1.2% |
| Participation rate | 76.5% | 72.8%+3.7pp | 77.0%-0.5pp | 69.6%+6.9pp |
| Annual return | -3.67% | -1.95%-1.7pp | 2.43%-6.1pp | 7.63%-11.3pp |
| Employer contribution / active EE | $233 | $1,832-87.3% | $2,485-90.6% | $2,381-90.2% |
| Participant deferral / active EE | $5,501 | $3,145+74.9% | $3,852+42.8% | $3,470+58.6% |
| Admin fee / account holder | $16,472 | $4,667+252.9% | $6,675+146.8% | $4,888+237.0% |