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 | $91,837 | $167,307-45.1% | $143,757-36.1% | $134,475-31.7% |
| Participation rate | 93.8% | 84.8%+8.9pp | 80.3%+13.4pp | 81.2%+12.5pp |
| Annual return | -17.03% | 0.46%-17.5pp | -0.04%-17.0pp | 417.96%-435.0pp |
| Employer contribution / active EE | $1,073 | $5,619-80.9% | $4,951-78.3% | $4,740-77.4% |
| Participant deferral / active EE | $4,660 | $6,446-27.7% | $5,637-17.3% | $6,400-27.2% |
| Admin fee / account holder | $2,251 | $18,088-87.6% | $14,673-84.7% | $11,426-80.3% |