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 | $131,504 | $85,790+53.3% | $67,313+95.4% | $135,375-2.9% |
| Participation rate | 72.2% | 76.5%-4.2pp | 69.1%+3.1pp | 82.6%-10.4pp |
| Annual return | -5.99% | -0.54%-5.4pp | -4.08%-1.9pp | 519.73%-525.7pp |
| Employer contribution / active EE | $0 | $3,487-100.0% | $2,566-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,425 | $4,651+16.7% | $3,568+52.0% | $5,609-3.3% |
| Admin fee / account holder | $7,594 | $6,392+18.8% | $4,507+68.5% | $10,827-29.9% |