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 | $187,119 | $71,883+160.3% | $86,677+115.9% | $68,494+173.2% |
| Participation rate | 80.0% | 72.2%+7.8pp | 76.6%+3.4pp | 67.9%+12.1pp |
| Annual return | -12.70% | 3.52%-16.2pp | 35.91%-48.6pp | -7.84%-4.9pp |
| Employer contribution / active EE | $518 | $2,173-76.2% | $2,836-81.7% | $2,596-80.0% |
| Participant deferral / active EE | $8,610 | $3,779+127.8% | $4,656+84.9% | $4,027+113.8% |
| Admin fee / account holder | $10,089 | $6,112+65.1% | $7,493+34.6% | $5,403+86.7% |