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 | $108,769 | $100,754+8.0% | $86,677+25.5% | $134,475-19.1% |
| Participation rate | 80.0% | 78.9%+1.1pp | 76.6%+3.4pp | 81.2%-1.2pp |
| Annual return | -9.84% | 29.04%-38.9pp | 35.91%-45.7pp | 417.96%-427.8pp |
| Employer contribution / active EE | $363 | $3,489-89.6% | $2,836-87.2% | $4,740-92.3% |
| Participant deferral / active EE | $3,975 | $5,338-25.5% | $4,656-14.6% | $6,400-37.9% |
| Admin fee / account holder | $2,575 | $10,926-76.4% | $7,493-65.6% | $11,426-77.5% |