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 | $69,547 | $71,883-3.2% | $86,677-19.8% | $68,494+1.5% |
| Participation rate | 89.4% | 72.2%+17.1pp | 76.6%+12.8pp | 67.9%+21.5pp |
| Annual return | -10.96% | 3.52%-14.5pp | 35.91%-46.9pp | -7.84%-3.1pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,836-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,715 | $3,779+24.8% | $4,656+1.3% | $4,027+17.1% |
| Admin fee / account holder | $5,335 | $6,112-12.7% | $7,493-28.8% | $5,403-1.2% |