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 | $211,706 | $77,813+172.1% | $123,544+71.4% | $64,186+229.8% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -6.48% | 12.48%-19.0pp | 119.20%-125.7pp | 7.63%-14.1pp |
| Employer contribution / active EE | $451 | $3,014-85.0% | $4,628-90.2% | $2,381-81.0% |
| Participant deferral / active EE | $9,313 | $5,240+77.7% | $6,426+44.9% | $3,470+168.4% |
| Admin fee / account holder | $1,582 | $5,519-71.3% | $9,284-83.0% | $4,888-67.6% |