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 | $64,255 | $72,404-11.3% | $110,238-41.7% | $64,186+0.1% |
| Participation rate | 77.1% | 73.3%+3.8pp | 79.8%-2.7pp | 69.6%+7.6pp |
| Annual return | -3.21% | -6.29%+3.1pp | 314.74%-317.9pp | 7.63%-10.8pp |
| Employer contribution / active EE | $388 | $2,282-83.0% | $3,826-89.9% | $2,381-83.7% |
| Participant deferral / active EE | $2,561 | $3,469-26.2% | $4,672-45.2% | $3,470-26.2% |
| Admin fee / account holder | $2,610 | $5,664-53.9% | $8,547-69.5% | $4,888-46.6% |