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 | $111,016 | $62,586+77.4% | $76,768+44.6% | $64,186+73.0% |
| Participation rate | 78.1% | 72.8%+5.3pp | 77.0%+1.2pp | 69.6%+8.6pp |
| Annual return | -4.79% | -1.95%-2.8pp | 2.43%-7.2pp | 7.63%-12.4pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $6,431 | $3,145+104.5% | $3,852+67.0% | $3,470+85.3% |
| Admin fee / account holder | $4,371 | $4,667-6.3% | $6,675-34.5% | $4,888-10.6% |