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 | $60,199 | $61,660-2.4% | $80,019-24.8% | $64,186-6.2% |
| Participation rate | 71.4% | 71.7%-0.3pp | 75.8%-4.4pp | 69.6%+1.9pp |
| Annual return | -4.68% | -0.33%-4.4pp | 11.22%-15.9pp | 7.63%-12.3pp |
| Employer contribution / active EE | $0 | $1,810-100.0% | $2,468-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,303 | $2,968+11.3% | $3,686-10.4% | $3,470-4.8% |
| Admin fee / account holder | $22,017 | $5,417+306.4% | $6,521+237.6% | $4,888+350.4% |