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 | $129,871 | $167,484-22.5% | $151,611-14.3% | $134,475-3.4% |
| Participation rate | 80.0% | 88.4%-8.4pp | 87.5%-7.5pp | 81.2%-1.2pp |
| Annual return | -16.63% | 7.80%-24.4pp | 3.33%-20.0pp | 417.96%-434.6pp |
| Employer contribution / active EE | $1,008 | $6,829-85.2% | $6,166-83.6% | $4,740-78.7% |
| Participant deferral / active EE | $4,436 | $8,986-50.6% | $8,363-47.0% | $6,400-30.7% |
| Admin fee / account holder | $1,814 | $13,783-86.8% | $11,616-84.4% | $11,426-84.1% |