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 | $74,249 | $110,094-32.6% | $151,611-51.0% | $68,494+8.4% |
| Participation rate | 95.2% | 84.0%+11.3pp | 87.5%+7.7pp | 67.9%+27.3pp |
| Annual return | -13.49% | -10.12%-3.4pp | 3.33%-16.8pp | -7.84%-5.6pp |
| Employer contribution / active EE | $2 | $4,471-100.0% | $6,166-100.0% | $2,596-99.9% |
| Participant deferral / active EE | $4,963 | $6,527-24.0% | $8,363-40.7% | $4,027+23.2% |
| Admin fee / account holder | $7,578 | $7,719-1.8% | $11,616-34.8% | $5,403+40.3% |