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 | $79,742 | $127,100-37.3% | $105,738-24.6% | $135,375-41.1% |
| Participation rate | 86.7% | 82.7%+4.0pp | 76.3%+10.3pp | 82.6%+4.0pp |
| Annual return | -0.85% | 4.49%-5.3pp | 6.27%-7.1pp | 519.73%-520.6pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,268-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,828 | $5,064-24.4% | $4,080-6.2% | $5,609-31.7% |
| Admin fee / account holder | $18,900 | $9,087+108.0% | $6,913+173.4% | $10,827+74.6% |