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 6-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 | $79,327 | $73,004+8.7% | $90,749-12.6% | $68,494+15.8% |
| Participation rate | 83.8% | 70.8%+13.0pp | 75.7%+8.1pp | 67.9%+15.9pp |
| Annual return | -16.30% | -13.81%-2.5pp | -12.16%-4.1pp | -7.84%-8.5pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,921-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,435 | $3,627+22.3% | $4,564-2.8% | $4,027+10.1% |
| Admin fee / account holder | $7,029 | $5,896+19.2% | $8,445-16.8% | $5,403+30.1% |