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 | $98,783 | $71,883+37.4% | $86,677+14.0% | $68,494+44.2% |
| Participation rate | 88.5% | 72.2%+16.2pp | 76.6%+11.9pp | 67.9%+20.6pp |
| Annual return | -15.61% | 3.52%-19.1pp | 35.91%-51.5pp | -7.84%-7.8pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,836-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $7,878 | $3,779+108.5% | $4,656+69.2% | $4,027+95.6% |
| Admin fee / account holder | $33,184 | $6,112+443.0% | $7,493+342.9% | $5,403+514.2% |