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 | $65,613 | $94,529-30.6% | $140,016-53.1% | $64,186+2.2% |
| Participation rate | 82.5% | 84.1%-1.6pp | 87.5%-5.0pp | 69.6%+12.9pp |
| Annual return | -6.05% | 7.77%-13.8pp | 651.12%-657.2pp | 7.63%-13.7pp |
| Employer contribution / active EE | $818 | $3,812-78.6% | $5,606-85.4% | $2,381-65.7% |
| Participant deferral / active EE | $5,031 | $5,250-4.2% | $6,927-27.4% | $3,470+45.0% |
| Admin fee / account holder | $6,486 | $6,741-3.8% | $10,705-39.4% | $4,888+32.7% |