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 | $76,296 | $142,344-46.4% | $119,609-36.2% | $134,475-43.3% |
| Participation rate | 72.2% | 82.8%-10.6pp | 79.3%-7.0pp | 81.2%-9.0pp |
| Annual return | -18.06% | -12.44%-5.6pp | -14.97%-3.1pp | 417.96%-436.0pp |
| Employer contribution / active EE | $0 | $5,222-100.0% | $4,232-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $5,061 | $6,469-21.8% | $5,602-9.7% | $6,400-20.9% |
| Admin fee / account holder | $62,923 | $13,584+363.2% | $10,323+509.5% | $11,426+450.7% |