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 | $69,248 | $71,883-3.7% | $86,677-20.1% | $68,494+1.1% |
| Participation rate | 71.4% | 72.2%-0.8pp | 76.6%-5.1pp | 67.9%+3.5pp |
| Annual return | -13.35% | 3.52%-16.9pp | 35.91%-49.3pp | -7.84%-5.5pp |
| Employer contribution / active EE | $348 | $2,173-84.0% | $2,836-87.7% | $2,596-86.6% |
| Participant deferral / active EE | $3,241 | $3,779-14.2% | $4,656-30.4% | $4,027-19.5% |
| Admin fee / account holder | $23,079 | $6,112+277.6% | $7,493+208.0% | $5,403+327.2% |