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 | $79,495 | $167,307-52.5% | $143,757-44.7% | $134,475-40.9% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -18.42% | 0.46%-18.9pp | -0.04%-18.4pp | 417.96%-436.4pp |
| Employer contribution / active EE | $939 | $5,619-83.3% | $4,951-81.0% | $4,740-80.2% |
| Participant deferral / active EE | $7,504 | $6,446+16.4% | $5,637+33.1% | $6,400+17.3% |
| Admin fee / account holder | $1,476 | $18,088-91.8% | $14,673-89.9% | $11,426-87.1% |