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 | $63,721 | $142,344-55.2% | $119,609-46.7% | $134,475-52.6% |
| Participation rate | 72.7% | 82.8%-10.1pp | 79.3%-6.5pp | 81.2%-8.5pp |
| Annual return | -4.72% | -12.44%+7.7pp | -14.97%+10.3pp | 417.96%-422.7pp |
| Employer contribution / active EE | $909 | $5,222-82.6% | $4,232-78.5% | $4,740-80.8% |
| Participant deferral / active EE | $5,223 | $6,469-19.3% | $5,602-6.8% | $6,400-18.4% |
| Admin fee / account holder | $676 | $13,584-95.0% | $10,323-93.5% | $11,426-94.1% |