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 | $135,857 | $107,791+26.0% | $90,645+49.9% | $135,375+0.4% |
| Participation rate | 94.1% | 78.0%+16.1pp | 74.0%+20.1pp | 82.6%+11.5pp |
| Annual return | -6.34% | -0.90%-5.4pp | 1.88%-8.2pp | 519.73%-526.1pp |
| Employer contribution / active EE | -$7 | $3,018-100.2% | $2,532-100.3% | $4,779-100.1% |
| Participant deferral / active EE | $4,177 | $3,872+7.9% | $3,425+22.0% | $5,609-25.5% |
| Admin fee / account holder | $1,463 | $5,930-75.3% | $4,994-70.7% | $10,827-86.5% |