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 | $112,058 | $82,664+35.6% | $125,339-10.6% | $68,494+63.6% |
| Participation rate | 84.8% | 75.0%+9.8pp | 82.4%+2.5pp | 67.9%+17.0pp |
| Annual return | -19.33% | -5.97%-13.4pp | 572.05%-591.4pp | -7.84%-11.5pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,652 | $6,110+8.9% | $7,446-10.7% | $4,027+65.2% |
| Admin fee / account holder | $5,817 | $6,275-7.3% | $10,010-41.9% | $5,403+7.7% |