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 | $76,020 | $81,900-7.2% | $119,609-36.4% | $68,494+11.0% |
| Participation rate | 95.5% | 71.9%+23.6pp | 79.3%+16.2pp | 67.9%+27.6pp |
| Annual return | -16.52% | -23.82%+7.3pp | -14.97%-1.6pp | -7.84%-8.7pp |
| Employer contribution / active EE | $530 | $2,693-80.3% | $4,232-87.5% | $2,596-79.6% |
| Participant deferral / active EE | $2,821 | $4,148-32.0% | $5,602-49.6% | $4,027-30.0% |
| Admin fee / account holder | $543 | $6,582-91.7% | $10,323-94.7% | $5,403-89.9% |