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 | $93,366 | $167,484-44.3% | $151,611-38.4% | $134,475-30.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -11.58% | 7.80%-19.4pp | 3.33%-14.9pp | 417.96%-429.5pp |
| Employer contribution / active EE | $1,077 | $6,829-84.2% | $6,166-82.5% | $4,740-77.3% |
| Participant deferral / active EE | $4,216 | $8,986-53.1% | $8,363-49.6% | $6,400-34.1% |
| Admin fee / account holder | $19,251 | $13,783+39.7% | $11,616+65.7% | $11,426+68.5% |