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 | $139,548 | $81,900+70.4% | $119,609+16.7% | $68,494+103.7% |
| Participation rate | 83.8% | 71.9%+11.9pp | 79.3%+4.5pp | 67.9%+15.9pp |
| Annual return | -18.23% | -23.82%+5.6pp | -14.97%-3.3pp | -7.84%-10.4pp |
| Employer contribution / active EE | $20 | $2,693-99.3% | $4,232-99.5% | $2,596-99.2% |
| Participant deferral / active EE | $4,303 | $4,148+3.7% | $5,602-23.2% | $4,027+6.8% |
| Admin fee / account holder | $2,410 | $6,582-63.4% | $10,323-76.7% | $5,403-55.4% |