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 | $98,030 | $94,529+3.7% | $140,016-30.0% | $64,186+52.7% |
| Participation rate | 90.4% | 84.1%+6.3pp | 87.5%+2.9pp | 69.6%+20.8pp |
| Annual return | -6.43% | 7.77%-14.2pp | 651.12%-657.6pp | 7.63%-14.1pp |
| Employer contribution / active EE | $476 | $3,812-87.5% | $5,606-91.5% | $2,381-80.0% |
| Participant deferral / active EE | $15,150 | $5,250+188.6% | $6,927+118.7% | $3,470+336.7% |
| Admin fee / account holder | $4,797 | $6,741-28.8% | $10,705-55.2% | $4,888-1.9% |