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 | $80,667 | $142,344-43.3% | $119,609-32.6% | $134,475-40.0% |
| Participation rate | 87.5% | 82.8%+4.7pp | 79.3%+8.2pp | 81.2%+6.3pp |
| Annual return | -13.75% | -12.44%-1.3pp | -14.97%+1.2pp | 417.96%-431.7pp |
| Employer contribution / active EE | $153 | $5,222-97.1% | $4,232-96.4% | $4,740-96.8% |
| Participant deferral / active EE | $3,363 | $6,469-48.0% | $5,602-40.0% | $6,400-47.4% |
| Admin fee / account holder | $6,348 | $13,584-53.3% | $10,323-38.5% | $11,426-44.4% |