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 | $66,562 | $61,660+8.0% | $80,019-16.8% | $64,186+3.7% |
| Participation rate | 78.3% | 71.7%+6.6pp | 75.8%+2.4pp | 69.6%+8.7pp |
| Annual return | -4.52% | -0.33%-4.2pp | 11.22%-15.7pp | 7.63%-12.2pp |
| Employer contribution / active EE | $0 | $1,810-100.0% | $2,468-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,485 | $2,968+17.4% | $3,686-5.5% | $3,470+0.4% |
| Admin fee / account holder | $14,600 | $5,417+169.5% | $6,521+123.9% | $4,888+198.7% |