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 | $32,744 | $142,344-77.0% | $119,609-72.6% | $134,475-75.7% |
| Participation rate | 76.9% | 82.8%-5.9pp | 79.3%-2.3pp | 81.2%-4.3pp |
| Annual return | -11.20% | -12.44%+1.2pp | -14.97%+3.8pp | 417.96%-429.2pp |
| Employer contribution / active EE | $0 | $5,222-100.0% | $4,232-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $4,560 | $6,469-29.5% | $5,602-18.6% | $6,400-28.8% |
| Admin fee / account holder | $12,561 | $13,584-7.5% | $10,323+21.7% | $11,426+9.9% |