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 | $105,765 | $72,404+46.1% | $110,238-4.1% | $64,186+64.8% |
| Participation rate | 87.3% | 73.3%+14.0pp | 79.8%+7.5pp | 69.6%+17.8pp |
| Annual return | -4.46% | -6.29%+1.8pp | 314.74%-319.2pp | 7.63%-12.1pp |
| Employer contribution / active EE | $394 | $2,282-82.7% | $3,826-89.7% | $2,381-83.4% |
| Participant deferral / active EE | $4,761 | $3,469+37.2% | $4,672+1.9% | $3,470+37.2% |
| Admin fee / account holder | $1,544 | $5,664-72.7% | $8,547-81.9% | $4,888-68.4% |