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 | $89,139 | $81,900+8.8% | $119,609-25.5% | $68,494+30.1% |
| Participation rate | 89.0% | 71.9%+17.1pp | 79.3%+9.8pp | 67.9%+21.2pp |
| Annual return | -18.66% | -23.82%+5.2pp | -14.97%-3.7pp | -7.84%-10.8pp |
| Employer contribution / active EE | $231 | $2,693-91.4% | $4,232-94.5% | $2,596-91.1% |
| Participant deferral / active EE | $6,352 | $4,148+53.1% | $5,602+13.4% | $4,027+57.7% |
| Admin fee / account holder | $15,100 | $6,582+129.4% | $10,323+46.3% | $5,403+179.5% |