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 | $231,141 | $167,307+38.2% | $143,757+60.8% | $134,475+71.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.20% | 0.46%-17.7pp | -0.04%-17.2pp | 417.96%-435.2pp |
| Employer contribution / active EE | $1,146 | $5,619-79.6% | $4,951-76.9% | $4,740-75.8% |
| Participant deferral / active EE | $53,000 | $6,446+722.2% | $5,637+840.2% | $6,400+728.2% |
| Admin fee / account holder | $2,110 | $18,088-88.3% | $14,673-85.6% | $11,426-81.5% |