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 | $95,071 | $110,094-13.6% | $151,611-37.3% | $68,494+38.8% |
| Participation rate | 87.9% | 84.0%+3.9pp | 87.5%+0.4pp | 67.9%+20.0pp |
| Annual return | -18.19% | -10.12%-8.1pp | 3.33%-21.5pp | -7.84%-10.3pp |
| Employer contribution / active EE | $1,076 | $4,471-75.9% | $6,166-82.5% | $2,596-58.5% |
| Participant deferral / active EE | $3,533 | $6,527-45.9% | $8,363-57.8% | $4,027-12.3% |
| Admin fee / account holder | $4,283 | $7,719-44.5% | $11,616-63.1% | $5,403-20.7% |