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 | $89,210 | $142,344-37.3% | $119,609-25.4% | $134,475-33.7% |
| Participation rate | 73.7% | 82.8%-9.1pp | 79.3%-5.6pp | 81.2%-7.5pp |
| Annual return | -18.05% | -12.44%-5.6pp | -14.97%-3.1pp | 417.96%-436.0pp |
| Employer contribution / active EE | $733 | $5,222-86.0% | $4,232-82.7% | $4,740-84.5% |
| Participant deferral / active EE | $4,960 | $6,469-23.3% | $5,602-11.5% | $6,400-22.5% |
| Admin fee / account holder | $21,739 | $13,584+60.0% | $10,323+110.6% | $11,426+90.3% |