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 | $85,921 | $100,754-14.7% | $86,677-0.9% | $134,475-36.1% |
| Participation rate | 75.0% | 78.9%-3.9pp | 76.6%-1.6pp | 81.2%-6.2pp |
| Annual return | -13.28% | 29.04%-42.3pp | 35.91%-49.2pp | 417.96%-431.2pp |
| Employer contribution / active EE | $699 | $3,489-80.0% | $2,836-75.4% | $4,740-85.3% |
| Participant deferral / active EE | $2,140 | $5,338-59.9% | $4,656-54.0% | $6,400-66.6% |
| Admin fee / account holder | $38,105 | $10,926+248.7% | $7,493+408.5% | $11,426+233.5% |