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 | $161,471 | $167,307-3.5% | $143,757+12.3% | $134,475+20.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.04% | 0.46%-15.5pp | -0.04%-15.0pp | 417.96%-433.0pp |
| Employer contribution / active EE | $971 | $5,619-82.7% | $4,951-80.4% | $4,740-79.5% |
| Participant deferral / active EE | $3,898 | $6,446-39.5% | $5,637-30.8% | $6,400-39.1% |
| Admin fee / account holder | $32,879 | $18,088+81.8% | $14,673+124.1% | $11,426+187.8% |