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 5-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 | $17,269 | $190,805-90.9% | $159,960-89.2% | $134,475-87.2% |
| Participation rate | 82.6% | 81.9%+0.7pp | 78.0%+4.7pp | 81.2%+1.4pp |
| Annual return | -15.03% | 552.23%-567.3pp | 408.60%-423.6pp | 417.96%-433.0pp |
| Employer contribution / active EE | $0 | $4,995-100.0% | $4,226-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $5,228 | $6,923-24.5% | $6,182-15.4% | $6,400-18.3% |
| Admin fee / account holder | $9,580 | $10,471-8.5% | $8,698+10.1% | $11,426-16.2% |