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 | $160,229 | $82,664+93.8% | $125,339+27.8% | $68,494+133.9% |
| Participation rate | 80.0% | 75.0%+5.0pp | 82.4%-2.4pp | 67.9%+12.1pp |
| Annual return | -15.89% | -5.97%-9.9pp | 572.05%-587.9pp | -7.84%-8.0pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $10,961 | $6,110+79.4% | $7,446+47.2% | $4,027+172.2% |
| Admin fee / account holder | $5,969 | $6,275-4.9% | $10,010-40.4% | $5,403+10.5% |