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 | $123,769 | $100,754+22.8% | $86,677+42.8% | $134,475-8.0% |
| Participation rate | 75.0% | 78.9%-3.9pp | 76.6%-1.6pp | 81.2%-6.2pp |
| Annual return | -15.39% | 29.04%-44.4pp | 35.91%-51.3pp | 417.96%-433.4pp |
| Employer contribution / active EE | $350 | $3,489-90.0% | $2,836-87.7% | $4,740-92.6% |
| Participant deferral / active EE | $4,251 | $5,338-20.4% | $4,656-8.7% | $6,400-33.6% |
| Admin fee / account holder | $3,037 | $10,926-72.2% | $7,493-59.5% | $11,426-73.4% |