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 | $86,869 | $105,860-17.9% | $90,749-4.3% | $134,475-35.4% |
| Participation rate | 72.7% | 78.2%-5.5pp | 75.7%-3.0pp | 81.2%-8.5pp |
| Annual return | -15.90% | -11.01%-4.9pp | -12.16%-3.7pp | 417.96%-433.9pp |
| Employer contribution / active EE | $0 | $3,462-100.0% | $2,921-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,455 | $5,216-72.1% | $4,564-68.1% | $6,400-77.3% |
| Admin fee / account holder | $36,871 | $13,938+164.5% | $8,445+336.6% | $11,426+222.7% |