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 | $58,994 | $138,044-57.3% | $125,339-52.9% | $134,475-56.1% |
| Participation rate | 79.2% | 84.5%-5.3pp | 82.4%-3.2pp | 81.2%-2.1pp |
| Annual return | -14.62% | 750.33%-764.9pp | 572.05%-586.7pp | 417.96%-432.6pp |
| Employer contribution / active EE | $563 | $5,243-89.3% | $4,814-88.3% | $4,740-88.1% |
| Participant deferral / active EE | $3,477 | $7,799-55.4% | $7,446-53.3% | $6,400-45.7% |
| Admin fee / account holder | $1,219 | $11,571-89.5% | $10,010-87.8% | $11,426-89.3% |