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 | $98,033 | $64,707+51.5% | $112,228-12.6% | $68,494+43.1% |
| Participation rate | 78.8% | 67.2%+11.6pp | 75.1%+3.7pp | 67.9%+10.9pp |
| Annual return | -15.69% | -11.40%-4.3pp | 27.45%-43.1pp | -7.84%-7.8pp |
| Employer contribution / active EE | $644 | $2,746-76.5% | $3,635-82.3% | $2,596-75.2% |
| Participant deferral / active EE | $3,615 | $3,565+1.4% | $4,728-23.5% | $4,027-10.2% |
| Admin fee / account holder | $12,083 | $5,232+130.9% | $6,410+88.5% | $5,403+123.6% |