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 | $20,295 | $105,860-80.8% | $90,749-77.6% | $134,475-84.9% |
| Participation rate | 93.3% | 78.2%+15.1pp | 75.7%+17.6pp | 81.2%+12.1pp |
| Annual return | -11.75% | -11.01%-0.7pp | -12.16%+0.4pp | 417.96%-429.7pp |
| Employer contribution / active EE | $586 | $3,462-83.1% | $2,921-80.0% | $4,740-87.6% |
| Participant deferral / active EE | $3,889 | $5,216-25.4% | $4,564-14.8% | $6,400-39.2% |
| Admin fee / account holder | $4,891 | $13,938-64.9% | $8,445-42.1% | $11,426-57.2% |