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 | $126,027 | $140,588-10.4% | $123,104+2.4% | $125,391+0.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -2.27% | 16.80%-19.1pp | 13.22%-15.5pp | 282.22%-284.5pp |
| Employer contribution / active EE | $46 | $6,041-99.2% | $5,151-99.1% | $4,866-99.1% |
| Participant deferral / active EE | $12,429 | $6,980+78.1% | $6,230+99.5% | $5,352+132.3% |
| Admin fee / account holder | $71,598 | $11,198+539.4% | $9,015+694.2% | $9,540+650.5% |