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 | $106,000 | $81,900+29.4% | $119,609-11.4% | $68,494+54.8% |
| Participation rate | 96.8% | 71.9%+24.9pp | 79.3%+17.5pp | 67.9%+28.9pp |
| Annual return | -16.01% | -23.82%+7.8pp | -14.97%-1.0pp | -7.84%-8.2pp |
| Employer contribution / active EE | $688 | $2,693-74.5% | $4,232-83.8% | $2,596-73.5% |
| Participant deferral / active EE | $6,664 | $4,148+60.7% | $5,602+19.0% | $4,027+65.5% |
| Admin fee / account holder | $12,402 | $6,582+88.4% | $10,323+20.1% | $5,403+129.5% |