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 | $56,735 | $92,703-38.8% | $82,719-31.4% | $134,475-57.8% |
| Participation rate | 72.2% | 75.2%-3.0pp | 72.6%-0.3pp | 81.2%-9.0pp |
| Annual return | -15.35% | 944.92%-960.3pp | 701.18%-716.5pp | 417.96%-433.3pp |
| Employer contribution / active EE | $112 | $3,274-96.6% | $3,009-96.3% | $4,740-97.6% |
| Participant deferral / active EE | $5,211 | $4,802+8.5% | $4,395+18.6% | $6,400-18.6% |
| Admin fee / account holder | $685 | $5,983-88.5% | $5,329-87.1% | $11,426-94.0% |