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 | $89,889 | $72,404+24.2% | $110,238-18.5% | $64,186+40.0% |
| Participation rate | 98.2% | 73.3%+24.9pp | 79.8%+18.4pp | 69.6%+28.7pp |
| Annual return | -5.20% | -6.29%+1.1pp | 314.74%-319.9pp | 7.63%-12.8pp |
| Employer contribution / active EE | $391 | $2,282-82.9% | $3,826-89.8% | $2,381-83.6% |
| Participant deferral / active EE | $3,554 | $3,469+2.4% | $4,672-23.9% | $3,470+2.4% |
| Admin fee / account holder | $3,091 | $5,664-45.4% | $8,547-63.8% | $4,888-36.8% |