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 | $54,824 | $100,754-45.6% | $86,677-36.7% | $134,475-59.2% |
| Participation rate | 81.8% | 78.9%+2.9pp | 76.6%+5.2pp | 81.2%+0.6pp |
| Annual return | -15.72% | 29.04%-44.8pp | 35.91%-51.6pp | 417.96%-433.7pp |
| Employer contribution / active EE | $630 | $3,489-81.9% | $2,836-77.8% | $4,740-86.7% |
| Participant deferral / active EE | $3,045 | $5,338-43.0% | $4,656-34.6% | $6,400-52.4% |
| Admin fee / account holder | $5,198 | $10,926-52.4% | $7,493-30.6% | $11,426-54.5% |