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 | $74,176 | $77,813-4.7% | $123,544-40.0% | $64,186+15.6% |
| Participation rate | 74.0% | 74.7%-0.7pp | 82.3%-8.3pp | 69.6%+4.4pp |
| Annual return | -5.26% | 12.48%-17.7pp | 119.20%-124.5pp | 7.63%-12.9pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $6,483 | $5,240+23.7% | $6,426+0.9% | $3,470+86.9% |
| Admin fee / account holder | $6,293 | $5,519+14.0% | $9,284-32.2% | $4,888+28.7% |