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 | $108,769 | $100,754+8.0% | $86,677+25.5% | $134,475-19.1% |
| Participation rate | 76.5% | 78.9%-2.5pp | 76.6%-0.1pp | 81.2%-4.8pp |
| Annual return | -19.89% | 29.04%-48.9pp | 35.91%-55.8pp | 417.96%-437.9pp |
| Employer contribution / active EE | $111 | $3,489-96.8% | $2,836-96.1% | $4,740-97.7% |
| Participant deferral / active EE | $3,566 | $5,338-33.2% | $4,656-23.4% | $6,400-44.3% |
| Admin fee / account holder | $16,366 | $10,926+49.8% | $7,493+118.4% | $11,426+43.2% |