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 | $234,924 | $82,664+184.2% | $125,339+87.4% | $68,494+243.0% |
| Participation rate | 81.0% | 75.0%+5.9pp | 82.4%-1.4pp | 67.9%+13.1pp |
| Annual return | -16.67% | -5.97%-10.7pp | 572.05%-588.7pp | -7.84%-8.8pp |
| Employer contribution / active EE | $329 | $3,381-90.3% | $4,814-93.2% | $2,596-87.3% |
| Participant deferral / active EE | $11,050 | $6,110+80.8% | $7,446+48.4% | $4,027+174.4% |
| Admin fee / account holder | $8,607 | $6,275+37.2% | $10,010-14.0% | $5,403+59.3% |