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 | $32,374 | $167,484-80.7% | $151,611-78.6% | $134,475-75.9% |
| Participation rate | 90.0% | 88.4%+1.6pp | 87.5%+2.5pp | 81.2%+8.8pp |
| Annual return | -19.92% | 7.80%-27.7pp | 3.33%-23.2pp | 417.96%-437.9pp |
| Employer contribution / active EE | $1,131 | $6,829-83.4% | $6,166-81.7% | $4,740-76.1% |
| Participant deferral / active EE | $6,642 | $8,986-26.1% | $8,363-20.6% | $6,400+3.8% |
| Admin fee / account holder | $358 | $13,783-97.4% | $11,616-96.9% | $11,426-96.9% |