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 | $67,275 | $73,004-7.8% | $90,749-25.9% | $68,494-1.8% |
| Participation rate | 78.8% | 70.8%+8.0pp | 75.7%+3.1pp | 67.9%+10.9pp |
| Annual return | -17.23% | -13.81%-3.4pp | -12.16%-5.1pp | -7.84%-9.4pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,921-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,627 | $3,627+55.2% | $4,564+23.3% | $4,027+39.7% |
| Admin fee / account holder | $7,575 | $5,896+28.5% | $8,445-10.3% | $5,403+40.2% |