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 | $96,334 | $81,900+17.6% | $119,609-19.5% | $68,494+40.6% |
| Participation rate | 87.8% | 71.9%+15.9pp | 79.3%+8.5pp | 67.9%+19.9pp |
| Annual return | -14.09% | -23.82%+9.7pp | -14.97%+0.9pp | -7.84%-6.2pp |
| Employer contribution / active EE | $504 | $2,693-81.3% | $4,232-88.1% | $2,596-80.6% |
| Participant deferral / active EE | $5,641 | $4,148+36.0% | $5,602+0.7% | $4,027+40.1% |
| Admin fee / account holder | $5,558 | $6,582-15.5% | $10,323-46.2% | $5,403+2.9% |