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 | $195,507 | $77,813+151.3% | $123,544+58.2% | $64,186+204.6% |
| Participation rate | 87.5% | 74.7%+12.8pp | 82.3%+5.2pp | 69.6%+17.9pp |
| Annual return | -7.23% | 12.48%-19.7pp | 119.20%-126.4pp | 7.63%-14.9pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,381 | $5,240-35.5% | $6,426-47.4% | $3,470-2.5% |
| Admin fee / account holder | $1,476 | $5,519-73.3% | $9,284-84.1% | $4,888-69.8% |