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 | $109,276 | $110,094-0.7% | $151,611-27.9% | $68,494+59.5% |
| Participation rate | 83.8% | 84.0%-0.2pp | 87.5%-3.7pp | 67.9%+15.9pp |
| Annual return | -14.13% | -10.12%-4.0pp | 3.33%-17.5pp | -7.84%-6.3pp |
| Employer contribution / active EE | $542 | $4,471-87.9% | $6,166-91.2% | $2,596-79.1% |
| Participant deferral / active EE | $4,491 | $6,527-31.2% | $8,363-46.3% | $4,027+11.5% |
| Admin fee / account holder | $3,605 | $7,719-53.3% | $11,616-69.0% | $5,403-33.3% |