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 | $88,503 | $100,754-12.2% | $86,677+2.1% | $134,475-34.2% |
| Participation rate | 81.8% | 78.9%+2.9pp | 76.6%+5.2pp | 81.2%+0.6pp |
| Annual return | -14.53% | 29.04%-43.6pp | 35.91%-50.4pp | 417.96%-432.5pp |
| Employer contribution / active EE | $578 | $3,489-83.4% | $2,836-79.6% | $4,740-87.8% |
| Participant deferral / active EE | $6,082 | $5,338+13.9% | $4,656+30.6% | $6,400-5.0% |
| Admin fee / account holder | $21,607 | $10,926+97.8% | $7,493+188.4% | $11,426+89.1% |