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 | $71,663 | $110,094-34.9% | $151,611-52.7% | $68,494+4.6% |
| Participation rate | 97.1% | 84.0%+13.2pp | 87.5%+9.6pp | 67.9%+29.3pp |
| Annual return | -11.09% | -10.12%-1.0pp | 3.33%-14.4pp | -7.84%-3.2pp |
| Employer contribution / active EE | $1,069 | $4,471-76.1% | $6,166-82.7% | $2,596-58.8% |
| Participant deferral / active EE | $4,130 | $6,527-36.7% | $8,363-50.6% | $4,027+2.6% |
| Admin fee / account holder | $6,692 | $7,719-13.3% | $11,616-42.4% | $5,403+23.9% |