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 9-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 | $30,683 | $138,044-77.8% | $125,339-75.5% | $134,475-77.2% |
| Participation rate | 71.4% | 84.5%-13.1pp | 82.4%-10.9pp | 81.2%-9.8pp |
| Annual return | -13.24% | 750.33%-763.6pp | 572.05%-585.3pp | 417.96%-431.2pp |
| Employer contribution / active EE | $852 | $5,243-83.7% | $4,814-82.3% | $4,740-82.0% |
| Participant deferral / active EE | $3,778 | $7,799-51.6% | $7,446-49.3% | $6,400-41.0% |
| Admin fee / account holder | $2,912 | $11,571-74.8% | $10,010-70.9% | $11,426-74.5% |