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 | $81,454 | $142,344-42.8% | $119,609-31.9% | $134,475-39.4% |
| Participation rate | 95.8% | 82.8%+13.0pp | 79.3%+16.6pp | 81.2%+14.6pp |
| Annual return | -18.69% | -12.44%-6.2pp | -14.97%-3.7pp | 417.96%-436.7pp |
| Employer contribution / active EE | $512 | $5,222-90.2% | $4,232-87.9% | $4,740-89.2% |
| Participant deferral / active EE | $8,347 | $6,469+29.0% | $5,602+49.0% | $6,400+30.4% |
| Admin fee / account holder | $599 | $13,584-95.6% | $10,323-94.2% | $11,426-94.8% |