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 | $72,109 | $71,883+0.3% | $86,677-16.8% | $68,494+5.3% |
| Participation rate | 85.9% | 72.2%+13.6pp | 76.6%+9.3pp | 67.9%+18.0pp |
| Annual return | -16.54% | 3.52%-20.1pp | 35.91%-52.4pp | -7.84%-8.7pp |
| Employer contribution / active EE | $401 | $2,173-81.6% | $2,836-85.9% | $2,596-84.6% |
| Participant deferral / active EE | $3,905 | $3,779+3.3% | $4,656-16.1% | $4,027-3.0% |
| Admin fee / account holder | $1,215 | $6,112-80.1% | $7,493-83.8% | $5,403-77.5% |