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 | $143,724 | $142,344+1.0% | $119,609+20.2% | $134,475+6.9% |
| Participation rate | 78.6% | 82.8%-4.2pp | 79.3%-0.7pp | 81.2%-2.7pp |
| Annual return | -17.09% | -12.44%-4.7pp | -14.97%-2.1pp | 417.96%-435.1pp |
| Employer contribution / active EE | $509 | $5,222-90.3% | $4,232-88.0% | $4,740-89.3% |
| Participant deferral / active EE | $3,437 | $6,469-46.9% | $5,602-38.7% | $6,400-46.3% |
| Admin fee / account holder | $54,339 | $13,584+300.0% | $10,323+426.4% | $11,426+375.6% |