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 | $72,810 | $59,805+21.7% | $79,550-8.5% | $68,494+6.3% |
| Participation rate | 72.9% | 61.1%+11.8pp | 69.5%+3.4pp | 67.9%+5.0pp |
| Annual return | -16.90% | -12.30%-4.6pp | 0.16%-17.1pp | -7.84%-9.1pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,812 | $3,024+26.1% | $3,985-4.3% | $4,027-5.3% |
| Admin fee / account holder | $3,689 | $4,835-23.7% | $6,832-46.0% | $5,403-31.7% |