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 | $174,370 | $100,754+73.1% | $86,677+101.2% | $134,475+29.7% |
| Participation rate | 87.5% | 78.9%+8.6pp | 76.6%+10.9pp | 81.2%+6.3pp |
| Annual return | -11.59% | 29.04%-40.6pp | 35.91%-47.5pp | 417.96%-429.6pp |
| Employer contribution / active EE | $707 | $3,489-79.7% | $2,836-75.1% | $4,740-85.1% |
| Participant deferral / active EE | $5,686 | $5,338+6.5% | $4,656+22.1% | $6,400-11.2% |
| Admin fee / account holder | $3,680 | $10,926-66.3% | $7,493-50.9% | $11,426-67.8% |