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 | $88,863 | $61,660+44.1% | $80,019+11.1% | $64,186+38.4% |
| Participation rate | 93.5% | 71.7%+21.9pp | 75.8%+17.7pp | 69.6%+24.0pp |
| Annual return | -2.62% | -0.33%-2.3pp | 11.22%-13.8pp | 7.63%-10.2pp |
| Employer contribution / active EE | $332 | $1,810-81.7% | $2,468-86.6% | $2,381-86.1% |
| Participant deferral / active EE | $2,084 | $2,968-29.8% | $3,686-43.5% | $3,470-39.9% |
| Admin fee / account holder | $7,305 | $5,417+34.8% | $6,521+12.0% | $4,888+49.4% |