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 | $75,244 | $117,690-36.1% | $71,735+4.9% | $134,475-44.0% |
| Participation rate | 71.4% | 68.8%+2.6pp | 62.3%+9.1pp | 81.2%-9.8pp |
| Annual return | -18.65% | 25.44%-44.1pp | 9.14%-27.8pp | 417.96%-436.6pp |
| Employer contribution / active EE | $0 | $2,525-100.0% | $1,704-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $3,841 | $3,759+2.2% | $2,658+44.5% | $6,400-40.0% |
| Admin fee / account holder | $22,939 | $6,379+259.6% | $3,974+477.2% | $11,426+100.8% |