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 | $118,712 | $100,754+17.8% | $86,677+37.0% | $134,475-11.7% |
| Participation rate | 70.8% | 78.9%-8.1pp | 76.6%-5.7pp | 81.2%-10.4pp |
| Annual return | -16.55% | 29.04%-45.6pp | 35.91%-52.5pp | 417.96%-434.5pp |
| Employer contribution / active EE | $0 | $3,489-100.0% | $2,836-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $6,325 | $5,338+18.5% | $4,656+35.9% | $6,400-1.2% |
| Admin fee / account holder | $2,515 | $10,926-77.0% | $7,493-66.4% | $11,426-78.0% |