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 | $107,844 | $99,032+8.9% | $80,019+34.8% | $135,375-20.3% |
| Participation rate | 81.8% | 78.4%+3.5pp | 75.8%+6.0pp | 82.6%-0.8pp |
| Annual return | -0.83% | 15.39%-16.2pp | 11.22%-12.0pp | 519.73%-520.6pp |
| Employer contribution / active EE | $0 | $3,043-100.0% | $2,468-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,147 | $4,282+20.2% | $3,686+39.6% | $5,609-8.2% |
| Admin fee / account holder | $7,469 | $10,436-28.4% | $6,521+14.5% | $10,827-31.0% |