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 | $179,176 | $81,900+118.8% | $119,609+49.8% | $68,494+161.6% |
| Participation rate | 71.0% | 71.9%-0.9pp | 79.3%-8.3pp | 67.9%+3.1pp |
| Annual return | -18.73% | -23.82%+5.1pp | -14.97%-3.8pp | -7.84%-10.9pp |
| Employer contribution / active EE | $0 | $2,693-100.0% | $4,232-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,372 | $4,148+53.6% | $5,602+13.7% | $4,027+58.2% |
| Admin fee / account holder | $27,583 | $6,582+319.1% | $10,323+167.2% | $5,403+410.5% |