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 | $120,837 | $82,664+46.2% | $125,339-3.6% | $68,494+76.4% |
| Participation rate | 75.9% | 75.0%+0.9pp | 82.4%-6.4pp | 67.9%+8.0pp |
| Annual return | -9.39% | -5.97%-3.4pp | 572.05%-581.4pp | -7.84%-1.6pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $12,111 | $6,110+98.2% | $7,446+62.6% | $4,027+200.7% |
| Admin fee / account holder | $4,475 | $6,275-28.7% | $10,010-55.3% | $5,403-17.2% |