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 | $92,846 | $133,958-30.7% | $112,228-17.3% | $134,475-31.0% |
| Participation rate | 72.7% | 78.6%-5.8pp | 75.1%-2.3pp | 81.2%-8.5pp |
| Annual return | -16.98% | 47.11%-64.1pp | 27.45%-44.4pp | 417.96%-434.9pp |
| Employer contribution / active EE | $170 | $4,038-95.8% | $3,635-95.3% | $4,740-96.4% |
| Participant deferral / active EE | $3,128 | $5,291-40.9% | $4,728-33.8% | $6,400-51.1% |
| Admin fee / account holder | $4,423 | $7,489-40.9% | $6,410-31.0% | $11,426-61.3% |