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 | $103,566 | $42,894+141.4% | $60,874+70.1% | $68,494+51.2% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -11.82% | -13.98%+2.2pp | 16.90%-28.7pp | -7.84%-4.0pp |
| Employer contribution / active EE | $133 | $1,978-93.3% | $2,701-95.1% | $2,596-94.9% |
| Participant deferral / active EE | $9,833 | $2,867+243.0% | $3,817+157.6% | $4,027+144.2% |
| Admin fee / account holder | $9,593 | $3,101+209.4% | $3,224+197.5% | $5,403+77.6% |