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 | $91,526 | $81,900+11.8% | $119,609-23.5% | $68,494+33.6% |
| Participation rate | 76.6% | 71.9%+4.7pp | 79.3%-2.7pp | 67.9%+8.7pp |
| Annual return | -18.42% | -23.82%+5.4pp | -14.97%-3.4pp | -7.84%-10.6pp |
| Employer contribution / active EE | $532 | $2,693-80.3% | $4,232-87.4% | $2,596-79.5% |
| Participant deferral / active EE | $3,949 | $4,148-4.8% | $5,602-29.5% | $4,027-1.9% |
| Admin fee / account holder | $1,232 | $6,582-81.3% | $10,323-88.1% | $5,403-77.2% |