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 | $75,093 | $112,300-33.1% | $90,223-16.8% | $125,391-40.1% |
| Participation rate | 95.8% | 82.9%+13.0pp | 79.0%+16.8pp | 83.2%+12.6pp |
| Annual return | -0.18% | -0.57%+0.4pp | 1.31%-1.5pp | 282.22%-282.4pp |
| Employer contribution / active EE | $1,000 | $5,181-80.7% | $4,378-77.2% | $4,866-79.4% |
| Participant deferral / active EE | $5,723 | $6,733-15.0% | $5,792-1.2% | $5,352+6.9% |
| Admin fee / account holder | $2,388 | $10,990-78.3% | $7,406-67.8% | $9,540-75.0% |