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 | $130,986 | $167,484-21.8% | $151,611-13.6% | $134,475-2.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -15.47% | 7.80%-23.3pp | 3.33%-18.8pp | 417.96%-433.4pp |
| Employer contribution / active EE | $1,060 | $6,829-84.5% | $6,166-82.8% | $4,740-77.6% |
| Participant deferral / active EE | $10,272 | $8,986+14.3% | $8,363+22.8% | $6,400+60.5% |
| Admin fee / account holder | $84,591 | $13,783+513.7% | $11,616+628.2% | $11,426+640.3% |