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 | $104,784 | $78,694+33.2% | $67,652+54.9% | $125,391-16.4% |
| Participation rate | 90.0% | 78.8%+11.2pp | 75.7%+14.3pp | 83.2%+6.8pp |
| Annual return | 0.45% | 9.46%-9.0pp | 6625.04%-6624.6pp | 282.22%-281.8pp |
| Employer contribution / active EE | $439 | $3,044-85.6% | $2,266-80.6% | $4,866-91.0% |
| Participant deferral / active EE | $5,673 | $4,292+32.2% | $3,560+59.4% | $5,352+6.0% |
| Admin fee / account holder | $17,557 | $7,403+137.2% | $4,821+264.2% | $9,540+84.0% |