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 | $185,059 | $94,529+95.8% | $140,016+32.2% | $64,186+188.3% |
| Participation rate | 75.8% | 84.1%-8.3pp | 87.5%-11.7pp | 69.6%+6.2pp |
| Annual return | -4.59% | 7.77%-12.4pp | 651.12%-655.7pp | 7.63%-12.2pp |
| Employer contribution / active EE | $968 | $3,812-74.6% | $5,606-82.7% | $2,381-59.3% |
| Participant deferral / active EE | $4,972 | $5,250-5.3% | $6,927-28.2% | $3,470+43.3% |
| Admin fee / account holder | $997 | $6,741-85.2% | $10,705-90.7% | $4,888-79.6% |