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 | $57,624 | $56,484+2.0% | $169,463-66.0% | $64,186-10.2% |
| Participation rate | 79.1% | 64.5%+14.5pp | 77.8%+1.3pp | 69.6%+9.5pp |
| Annual return | -6.83% | -1.55%-5.3pp | 1.83%-8.7pp | 7.63%-14.5pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $4,159-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,426 | $3,448+57.4% | $5,277+2.8% | $3,470+56.4% |
| Admin fee / account holder | $5,223 | $4,174+25.1% | $9,109-42.7% | $4,888+6.9% |