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 | $108,182 | $95,862+12.9% | $79,550+36.0% | $134,475-19.6% |
| Participation rate | 93.8% | 75.0%+18.7pp | 69.5%+24.3pp | 81.2%+12.5pp |
| Annual return | -14.30% | -2.69%-11.6pp | 0.16%-14.5pp | 417.96%-432.3pp |
| Employer contribution / active EE | $0 | $3,128-100.0% | $2,413-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $5,504 | $4,693+17.3% | $3,985+38.1% | $6,400-14.0% |
| Admin fee / account holder | $1,888 | $9,126-79.3% | $6,832-72.4% | $11,426-83.5% |