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 | $145,697 | $77,813+87.2% | $123,544+17.9% | $64,186+127.0% |
| Participation rate | 80.6% | 74.7%+5.9pp | 82.3%-1.6pp | 69.6%+11.1pp |
| Annual return | -7.27% | 12.48%-19.8pp | 119.20%-126.5pp | 7.63%-14.9pp |
| Employer contribution / active EE | $299 | $3,014-90.1% | $4,628-93.5% | $2,381-87.4% |
| Participant deferral / active EE | $5,416 | $5,240+3.4% | $6,426-15.7% | $3,470+56.1% |
| Admin fee / account holder | $7,740 | $5,519+40.2% | $9,284-16.6% | $4,888+58.3% |