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 | $121,623 | $175,600-30.7% | $129,110-5.8% | $134,475-9.6% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.3%+22.7pp | 81.2%+18.8pp |
| Annual return | -11.92% | -11.39%-0.5pp | -10.94%-1.0pp | 417.96%-429.9pp |
| Employer contribution / active EE | $791 | $6,355-87.6% | $5,052-84.3% | $4,740-83.3% |
| Participant deferral / active EE | $2,512 | $7,975-68.5% | $6,542-61.6% | $6,400-60.8% |
| Admin fee / account holder | $731 | $23,567-96.9% | $14,302-94.9% | $11,426-93.6% |