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 | $62,569 | $64,707-3.3% | $112,228-44.2% | $68,494-8.7% |
| Participation rate | 70.4% | 67.2%+3.2pp | 75.1%-4.7pp | 67.9%+2.5pp |
| Annual return | -13.60% | -11.40%-2.2pp | 27.45%-41.0pp | -7.84%-5.8pp |
| Employer contribution / active EE | $429 | $2,746-84.4% | $3,635-88.2% | $2,596-83.5% |
| Participant deferral / active EE | $2,592 | $3,565-27.3% | $4,728-45.2% | $4,027-35.6% |
| Admin fee / account holder | $20,919 | $5,232+299.8% | $6,410+226.3% | $5,403+287.2% |