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 | $131,572 | $129,942+1.3% | $104,294+26.2% | $134,475-2.2% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -9.39% | 42.03%-51.4pp | 24.61%-34.0pp | 417.96%-427.4pp |
| Employer contribution / active EE | $587 | $4,184-86.0% | $3,372-82.6% | $4,740-87.6% |
| Participant deferral / active EE | $10,800 | $5,588+93.3% | $4,625+133.5% | $6,400+68.8% |
| Admin fee / account holder | $1,170 | $9,323-87.5% | $7,339-84.1% | $11,426-89.8% |