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 | $109,055 | $82,664+31.9% | $125,339-13.0% | $68,494+59.2% |
| Participation rate | 90.5% | 75.0%+15.4pp | 82.4%+8.1pp | 67.9%+22.6pp |
| Annual return | -15.64% | -5.97%-9.7pp | 572.05%-587.7pp | -7.84%-7.8pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,328 | $6,110-12.8% | $7,446-28.4% | $4,027+32.3% |
| Admin fee / account holder | $2,063 | $6,275-67.1% | $10,010-79.4% | $5,403-61.8% |