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 | $156,673 | $73,004+114.6% | $90,749+72.6% | $68,494+128.7% |
| Participation rate | 92.3% | 70.8%+21.5pp | 75.7%+16.6pp | 67.9%+24.4pp |
| Annual return | -14.94% | -13.81%-1.1pp | -12.16%-2.8pp | -7.84%-7.1pp |
| Employer contribution / active EE | $463 | $2,193-78.9% | $2,921-84.1% | $2,596-82.2% |
| Participant deferral / active EE | $3,586 | $3,627-1.1% | $4,564-21.4% | $4,027-11.0% |
| Admin fee / account holder | $11,879 | $5,896+101.5% | $8,445+40.7% | $5,403+119.9% |