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 | $127,362 | $82,032+55.3% | $123,104+3.5% | $59,632+113.6% |
| Participation rate | 84.6% | 83.2%+1.4pp | 86.8%-2.2pp | 68.7%+15.9pp |
| Annual return | -1.15% | 5.12%-6.3pp | 13.22%-14.4pp | 2041.28%-2042.4pp |
| Employer contribution / active EE | $834 | $3,297-74.7% | $5,151-83.8% | $2,203-62.1% |
| Participant deferral / active EE | $5,033 | $4,667+7.8% | $6,230-19.2% | $3,192+57.7% |
| Admin fee / account holder | $6,245 | $5,881+6.2% | $9,015-30.7% | $4,297+45.3% |