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 | $171,347 | $73,004+134.7% | $90,749+88.8% | $68,494+150.2% |
| Participation rate | 93.8% | 70.8%+22.9pp | 75.7%+18.1pp | 67.9%+25.9pp |
| Annual return | -17.13% | -13.81%-3.3pp | -12.16%-5.0pp | -7.84%-9.3pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,921-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,186 | $3,627+43.0% | $4,564+13.6% | $4,027+28.8% |
| Admin fee / account holder | $2,184 | $5,896-62.9% | $8,445-74.1% | $5,403-59.6% |