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 | $132,541 | $72,404+83.1% | $110,238+20.2% | $64,186+106.5% |
| Participation rate | 96.6% | 73.3%+23.2pp | 79.8%+16.7pp | 69.6%+27.0pp |
| Annual return | -3.13% | -6.29%+3.2pp | 314.74%-317.9pp | 7.63%-10.8pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,826-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,925 | $3,469+70.8% | $4,672+26.8% | $3,470+70.8% |
| Admin fee / account holder | $14,356 | $5,664+153.4% | $8,547+68.0% | $4,888+193.7% |