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 | $141,081 | $175,600-19.7% | $129,110+9.3% | $134,475+4.9% |
| Participation rate | 88.9% | 81.6%+7.3pp | 77.3%+11.6pp | 81.2%+7.7pp |
| Annual return | -12.97% | -11.39%-1.6pp | -10.94%-2.0pp | 417.96%-430.9pp |
| Employer contribution / active EE | $815 | $6,355-87.2% | $5,052-83.9% | $4,740-82.8% |
| Participant deferral / active EE | $4,779 | $7,975-40.1% | $6,542-26.9% | $6,400-25.3% |
| Admin fee / account holder | $7,160 | $23,567-69.6% | $14,302-49.9% | $11,426-37.3% |