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 | $22,050 | $211,958-89.6% | $169,463-87.0% | $135,375-83.7% |
| Participation rate | 78.9% | 82.6%-3.7pp | 77.8%+1.2pp | 82.6%-3.7pp |
| Annual return | -6.77% | 3.26%-10.0pp | 1.83%-8.6pp | 519.73%-526.5pp |
| Employer contribution / active EE | $132 | $5,120-97.4% | $4,159-96.8% | $4,779-97.2% |
| Participant deferral / active EE | $1,315 | $6,075-78.3% | $5,277-75.1% | $5,609-76.5% |
| Admin fee / account holder | $1,738 | $11,471-84.9% | $9,109-80.9% | $10,827-83.9% |