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 | $127,467 | $90,590+40.7% | $90,782+40.4% | $135,375-5.8% |
| Participation rate | 95.7% | 83.7%+11.9pp | 82.7%+13.0pp | 82.6%+13.0pp |
| Annual return | -5.96% | -3.40%-2.6pp | -3.42%-2.5pp | 519.73%-525.7pp |
| Employer contribution / active EE | $907 | $4,352-79.2% | $4,105-77.9% | $4,779-81.0% |
| Participant deferral / active EE | $4,587 | $5,407-15.1% | $5,366-14.5% | $5,609-18.2% |
| Admin fee / account holder | $3,170 | $7,683-58.7% | $5,908-46.3% | $10,827-70.7% |