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 | $152,738 | $93,024+64.2% | $77,024+98.3% | $134,475+13.6% |
| Participation rate | 75.0% | 74.5%+0.5pp | 67.9%+7.1pp | 81.2%-6.2pp |
| Annual return | -15.26% | 62.60%-77.9pp | 42.32%-57.6pp | 417.96%-433.2pp |
| Employer contribution / active EE | $0 | $3,418-100.0% | $2,812-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $10,584 | $5,238+102.1% | $4,426+139.1% | $6,400+65.4% |
| Admin fee / account holder | $354 | $6,944-94.9% | $5,425-93.5% | $11,426-96.9% |