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 | $78,932 | $127,100-37.9% | $105,738-25.4% | $135,375-41.7% |
| Participation rate | 75.0% | 82.7%-7.7pp | 76.3%-1.3pp | 82.6%-7.6pp |
| Annual return | -7.81% | 4.49%-12.3pp | 6.27%-14.1pp | 519.73%-527.5pp |
| Employer contribution / active EE | $651 | $4,107-84.2% | $3,268-80.1% | $4,779-86.4% |
| Participant deferral / active EE | $5,011 | $5,064-1.1% | $4,080+22.8% | $5,609-10.7% |
| Admin fee / account holder | $431 | $9,087-95.3% | $6,913-93.8% | $10,827-96.0% |