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 | $65,765 | $71,883-8.5% | $86,677-24.1% | $68,494-4.0% |
| Participation rate | 75.5% | 72.2%+3.3pp | 76.6%-1.1pp | 67.9%+7.6pp |
| Annual return | -14.64% | 3.52%-18.2pp | 35.91%-50.6pp | -7.84%-6.8pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,836-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,913 | $3,779-22.9% | $4,656-37.4% | $4,027-27.7% |
| Admin fee / account holder | $12,342 | $6,112+101.9% | $7,493+64.7% | $5,403+128.4% |