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 | $75,646 | $57,354+31.9% | $83,848-9.8% | $64,186+17.9% |
| Participation rate | 74.4% | 68.6%+5.8pp | 76.1%-1.8pp | 69.6%+4.8pp |
| Annual return | -1.94% | 11.38%-13.3pp | 850.88%-852.8pp | 7.63%-9.6pp |
| Employer contribution / active EE | $0 | $2,545-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $7,506 | $2,993+150.8% | $4,082+83.9% | $3,470+116.3% |
| Admin fee / account holder | $4,989 | $4,046+23.3% | $5,478-8.9% | $4,888+2.1% |