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 | $71,896 | $92,222-22.0% | $76,768-6.3% | $135,375-46.9% |
| Participation rate | 85.7% | 79.8%+5.9pp | 77.0%+8.8pp | 82.6%+3.1pp |
| Annual return | -6.83% | 5.46%-12.3pp | 2.43%-9.3pp | 519.73%-526.6pp |
| Employer contribution / active EE | $386 | $3,216-88.0% | $2,485-84.5% | $4,779-91.9% |
| Participant deferral / active EE | $5,464 | $4,509+21.2% | $3,852+41.9% | $5,609-2.6% |
| Admin fee / account holder | $697 | $10,748-93.5% | $6,675-89.6% | $10,827-93.6% |