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 | $138,720 | $82,664+67.8% | $125,339+10.7% | $68,494+102.5% |
| Participation rate | 78.8% | 75.0%+3.7pp | 82.4%-3.6pp | 67.9%+10.9pp |
| Annual return | -16.12% | -5.97%-10.2pp | 572.05%-588.2pp | -7.84%-8.3pp |
| Employer contribution / active EE | $606 | $3,381-82.1% | $4,814-87.4% | $2,596-76.7% |
| Participant deferral / active EE | $7,986 | $6,110+30.7% | $7,446+7.2% | $4,027+98.3% |
| Admin fee / account holder | $1,256 | $6,275-80.0% | $10,010-87.5% | $5,403-76.8% |