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 | $110,433 | $82,664+33.6% | $125,339-11.9% | $68,494+61.2% |
| Participation rate | 81.8% | 75.0%+6.8pp | 82.4%-0.6pp | 67.9%+13.9pp |
| Annual return | -18.55% | -5.97%-12.6pp | 572.05%-590.6pp | -7.84%-10.7pp |
| Employer contribution / active EE | $613 | $3,381-81.9% | $4,814-87.3% | $2,596-76.4% |
| Participant deferral / active EE | $12,900 | $6,110+111.1% | $7,446+73.2% | $4,027+220.3% |
| Admin fee / account holder | $1,207 | $6,275-80.8% | $10,010-87.9% | $5,403-77.7% |