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 | $66,127 | $64,707+2.2% | $112,228-41.1% | $68,494-3.5% |
| Participation rate | 72.1% | 67.2%+4.9pp | 75.1%-3.0pp | 67.9%+4.2pp |
| Annual return | -16.58% | -11.40%-5.2pp | 27.45%-44.0pp | -7.84%-8.7pp |
| Employer contribution / active EE | $444 | $2,746-83.8% | $3,635-87.8% | $2,596-82.9% |
| Participant deferral / active EE | $3,491 | $3,565-2.1% | $4,728-26.2% | $4,027-13.3% |
| Admin fee / account holder | $626 | $5,232-88.0% | $6,410-90.2% | $5,403-88.4% |